Jesse
Lipscomb
Bison Advisors
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About this Advisor
Jesse Lipscomb is a financial advisor based in San Diego, California, working with Bison Advisors. Jesse has previously held positions at Ira Solutions, Inc, Self-Employed Insurance Agent, Roadmap Tax Services, Inc, Roadmap Insurance Solutions, Inc, Truadvice, LLC, and Bison Advisors. Jesse has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jesse is part of Bison Advisors, which operates out of San Diego, California. The firm has 15 offices and 39 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Bison Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bison Advisors Brokerage Details
$1,156,986,900
39
6,352
$182,145
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Jesse Lipscomb Work History
Bison Advisors
Roadmap Insurance Solutions, Inc
Roadmap Tax Services, Inc
Self-Employed Insurance Agent
Truadvice, LLC
Ira Solutions, Inc
Disclosures
Please visit the SEC profile of Jesse Lipscomb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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