Lei
Jiao

Ip Financial Advisory Services LLC

CRD#6407162
Investment Advisor
in Charlotte, NC

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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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

5950 Fairview Road, Suite 140
Charlotte, NC 28210

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Ip Financial Advisory Services LLC Brokerage Details

Total Assets Under Management

$296,950,627

NC Average: $3,625,019,099
Total Number of Employees

92

NC Average: 22
Total Number of Accounts

2,290

NC Average: 1,917
Average Account Size

$129,673

NC Average: $1,890,985

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

2022 - Present (2 years)

Ip Financial Advisory Services LLC

2022 - Present (2 years)

Innovation Partners LLC

2022 - 2022 (< 1 year)

Innovation Partners LLC

2014 - 2020 (6 years)

Innovation Partners LLC

2014 - 2014 (< 1 year)

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

David Kim
Lone Tree, CO
Daniel Beech
Charlotte, NC
Carlos Romero
Charlotte, NC
John James
Charlotte, NC
David Chandler
Henderson, NV
Lei Jiao
Charlotte, NC
Aaron Berman
Miami, FL
Zaven Yarumian
Natick, MA

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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