Jeffrey Joseph Scrimenti

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

• 12/2000 → Present
  Self Employed
  Culver City, CA
• 10/2015 → Present
  Innovation Partners Llc
  Charlotte, NC
• 12/2019 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2010-06-14 → 2015-10-09
  J P Turner & Company Capital Management, Llc
  Salem, OR
• 2008-08-06 → 2010-06-15
  Nfsg Corporation
  Salem, OR
  Boca Raton, FL
• 2007-01-22 → 2008-07-01
  Workman Securities Corporation
  Salem, OR
  Eden Prairie, MN
  Salem, OR

Other Businesses

1.) Independent Insurance Broker; 7575 Heron Street NE, Salem, OR; 1-2 hrs/month; Health and life insurance; Service existing clients and Sell products; Start 1985. 2.) CARLOVANNA VINEYARDS, WINE MARKETING, SALEM, OR. OWNER, START 2006, WIFE RUNS BUSINESS, I AM PART OWNER/ PRESIDENT. NON-INVESTMENT RELATED. 3.) JEFF & LISA SCRIMENTI FARM, SALEM OR, OWNER, FARM, NON-INVESTMENT RELATED. DEVOTE 1-2 HOURS A WEEK OUTSIDE TRADING HOURS. MAINTAIN NON FARMING AREA AND EQUIPMENT MAINTENANCE. START 2005. 4.) The Society for Financial Awareness - Currently Not Yet Active. 3914 Murphy Canyon Road, Suite A125, San Diego CA. Non-profit organization which promotes financial literacy, present varying financial power points on different topics to groups and organizations. Public Speaker. Investment Related. 1 hr/month. 5. Innovation Partners LLC - Registered Representative - Investment Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-18
• S63 Uniform Securities Agent State Law Examination
  1986-10-09