Lei
Jiao
Ip Financial Advisory Services LLC
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About this Advisor
Lei Jiao is a financial advisor based in Charlotte, North Carolina, working with Ip Financial Advisory Services LLC. Lei has previously held positions at Innovation Partners LLC, Gong Yin An Sheng/Icba Axa, and Ip Financial Advisory Services LLC. Lei has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Lei is part of Ip Financial Advisory Services LLC, which operates out of Charlotte, North Carolina. The firm has 28 offices and 92 employees. The firm manages assets totaling $297.0 million and offers a range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Ip Financial Advisory Services LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ip Financial Advisory Services LLC Brokerage Details
$296,950,627
92
2,290
$129,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Lei Jiao Work History
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLC
Innovation Partners LLC
Gong Yin An Sheng/Icba Axa
Disclosures
Please visit the SEC profile of Lei Jiao to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ip Financial Advisory Services LLC
Natick, MA
Charlotte, NC
Lone Tree, CO
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Miami, FL
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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