John Cameron Lipaj

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2014 → Present
  Raymond James Financial Services, Inc
  Westlake, OH
• 02/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Westlake, OH
• 01/2019 → 01/2023
  True North Wealth Management, Llc
  Westlake, OH
• 01/2023 → Present
  Cke Financial Services, Llc.
  Westlake, OH
• 01/2023 → Present
  Strategic Retirement Solutions
  Westlake, OH
• 01/2023 → Present
  E&M Consulting
  Westlake, OH

Previous Registrations

• 2009-06-03 → 2014-02-21
  Mcdonald Partners Llc
  Cleveland, OH
  Cleveland, OH
• 2007-02-09 → 2009-06-04
  Ubs Financial Services Inc.
  Cleveland, OH
  Cleveland, OH
  Cleveland, OH
  Weehawken, NJ
• 1999-10-18 → 2007-02-09
  Keybanc Capital Markets Inc.
  Cleveland, OH
  Cleveland, OH

Other Businesses

(1)Name of Business: CKE Financial Services, LLC. Address: 191 American Blvd Ste 205, Westlake, OH, 44145, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: FA (2)Name of Business: E&M Consulting Address: 191 American Blvd Ste 205, Westlake, OH, 44145, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (3)Name of Business: Strategic Retirement Solutions Address: 191 American Blvd Ste 205, Westlake, OH, 44145, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/23/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2007-01-04
• S63 Uniform Securities Agent State Law Examination
  1994-01-19