Best Investors Account Sign in
Current Employers
Ip Financial Advisory Services Llc

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-06
MI RA APPROVED 2025-01-24
  • FL RA
    APPROVED
    Since 2025-08-06
  • MI RA
    APPROVED
    Since 2025-01-24

Branch Locations

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States

543 N Main Office Suite 413, Rochester Hiills, MI 48307 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Troy MI 08/2015 11/2016
Wells Fargo Clearing Services, Llc Troy MI 08/2015 12/2017
Unemployed Shelby MI 12/2017 07/2019
J.W. Cole Financial, Inc. Tampa FL 07/2019 07/2019
J.W. Cole Advisors, Inc Tampa FL 07/2019 07/2019
Innovation Partners Llc Charlotte NC 11/2021 Present
The Johnson Group Financial Rochester Hills MI 07/2019 Present
Ip Financial Advisory Services Llc Charlotte NC 11/2021 Present
  • 08/2015 → 11/2016
    Wells Fargo Advisors Llc
    Troy, MI
  • 08/2015 → 12/2017
    Troy, MI
  • 12/2017 → 07/2019
    Unemployed
    Shelby, MI
  • 07/2019 → 07/2019
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 07/2019 → 07/2019
    J.W. Cole Advisors, Inc
    Tampa, FL
  • 11/2021 → Present
    Innovation Partners Llc
    Charlotte, NC
  • 07/2019 → Present
    The Johnson Group Financial
    Rochester Hills, MI
  • 11/2021 → Present
    Charlotte, NC
Previous Registrations
Other Businesses

1) RENTAL PROPERTY, INVESTMENT RELATED, MADISON HTS, MI, RENTAL, OWNER/LANDLORD, 1 HOURS PER MONTH DEVOTED, 0 HOURS DEVOTED DURING SECURITIES TRADING HOURS, COLLECT RENT AND CALL FOR REPAIRS 2) JOHNSON GROUP - DBA, INVESTMENT RELATED, REGISTERED BRANCH OFFICE LOCATION Creative Financial Designs

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-27
S63 Uniform Securities Agent State Law Examination 1981-04-27
  • S66 Uniform Combined State Law Examination
    2010-07-27
  • S63 Uniform Securities Agent State Law Examination
    1981-04-27
Other Names
  • Jeffrey Jon Johnson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor