James Martin Benjamson

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1999 → Present
  Crown Capital Securities, L.P.
  Portland, OR
• 04/2024 → Present
  Innovation Partners Llc
  Charlotte, NC
• 04/2024 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2002-02-21 → 2024-05-06
  Crown Capital Securities, L.P.
  Battle Ground, WA
  Battle Ground, WA
  Portland, OR
  Orange, CA

Other Businesses

(1)I AM THE SOLE PROPRIETOR OF JAMES BENJAMSON CPA. MY RELATIONSHIP WITH THIS BUSINESS BEGAN 1979 AND I DEVOTE 30 HRS/MO (6 HRS DURING TRADING); THIS IS A CPA PRACTICE,ACCOUNTING & TAX PREPARATION, PLANNING SERVICE AND IS NOT INVESTMENT RELATED; (2) START DATE 2015 I DEVOTE 4 HRS/MO (1 HR DURING TRADING) AS AGENT/INDEPENDENT CONTRACTOR FOR INSURANCE. THIS IS NOT INVESTMENT RELATED, I RECEIVE REFERRAL FEES FOR COMMERCIAL INSURANCE. (3) START DATE 2019 I AM THE BOOKKEEPER FOR CWC TRADING INC. THIS IS NOT INVESTMENT RELATED AND IS MY WIFE'S 'C' CORPORATION THAT & IS USED TO SELL ONLINE VIA EBAY AND AMAZON. BUSINESS ADDRESS FOR ALL OF ABOVE IS THE SAME AS THE BRANCH.

Exams

• S66 Uniform Combined State Law Examination
  2002-02-11
• S63 Uniform Securities Agent State Law Examination
  1983-07-28