Jeffrey J. Scrimenti
Professional summary
Jeffrey Joseph Scrimenti is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Salem, Oregon and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Jeffrey has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Joseph Scrimenti's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 10, 2020 - Present
IP FINANCIAL ADVISORY SERVICES LLC
Office #1: 7575 Hernon Street, Ne, Salem, OR 97305October 13, 2015 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210October 9, 2015 - May 5, 2021
INNOVATION PARTNERS LLC
June 14, 2010 - October 9, 2015
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
June 14, 2010 - October 9, 2015
J.P. TURNER & COMPANY, L.L.C.
August 6, 2008 - June 15, 2010
NFSG CORPORATION
June 27, 2008 - June 15, 2010
NEWBRIDGE SECURITIES CORPORATION
January 22, 2007 - July 1, 2008
WORKMAN SECURITIES CORPORATION
April 4, 2006 - July 1, 2008
WORKMAN SECURITIES CORPORATION
July 23, 2004 - December 31, 2004
MML INVESTORS SERVICES, LLC
May 2, 2001 - July 22, 2002
CENTAURUS FINANCIAL, INC.
February 18, 1997 - December 31, 2000
VOYA FINANCIAL ADVISORS, INC.
May 8, 1996 - January 28, 1997
WMA SECURITIES, INC.
September 8, 1993 - March 14, 1995
USLIFE EQUITY SALES CORP.
December 24, 1991 - September 25, 1992
MUTUAL SERVICE CORPORATION
May 8, 1990 - November 27, 1991
KEOGLER, MORGAN & COMPANY, INC.
January 29, 1987 - May 16, 1990
MUTUAL SERVICE CORPORATION
March 19, 1986 - February 12, 1987
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/13/2015)
(12/8/2021)
(10/13/2015)
(8/9/2021)
(2/27/2023)
(10/20/2015)
(1/10/2020)
(1/10/2020)
(9/27/2016)
(1/10/2020)
Exams
FINRA
Current Firm
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
Contact information
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
