James R. Money

BIP WEALTH

Columbus, GA 31904

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CRD#: 1950954

Professional summary

James Robert Money JR, who also goes by Jim Money Jr., Jimbo Money, is a registered financial advisor currently at BIP WEALTH, LLC located in Columbus, Georgia.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. James has worked at 8 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Money Jr. | Jimbo Money

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Robert Money JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 12, 2025 - Present

BIP WEALTH, LLC

Office #1: 2101 Brookstone Center Parkway #200, Columbus, GA 31904

RIA

CRD#: 143208

Columbus, GA

Past

August 15, 2024 - December 8, 2025

BIP ALLIANCE, LLC

RIA

CRD#: 330528

Columbus, GA

Past

July 20, 2015 - March 27, 2025

THE MONEY ADVISOR GROUP, LLC

RIA

CRD#: 226578

COLUMBUS, GA

Past

August 30, 2007 - July 16, 2015

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

COLUMBUS, GA

Past

August 24, 2007 - July 16, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

COLUMBUS, GA

Past

March 20, 2006 - August 31, 2007

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

May 13, 2005 - March 22, 2006

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

ALBANY, GA

Past

March 4, 2005 - March 21, 2006

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

June 6, 1989 - January 14, 2005

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BIP WEALTH, LLC

BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA

Registered Investment Advisory firm - (2/20/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(6/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/1/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/16/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/5/1989

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BIP WEALTH, LLC

BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA

Registered Investment Advisory firm - (2/20/2008 Approved)

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Contact information

Main Address

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305

Mailing Address

Phone number

(404) 495-5230

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - APPENDIX 1 (10/13/2025)

ADV PART 2A (10/13/2025)

Regulatory assets under management

Total Number of Accounts	11,697
AUM (Assets Under Management)	$ 4,460,675,379

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

James R. Money

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Robert Money JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIP ALLIANCE, LLC

THE MONEY ADVISOR GROUP, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

MML INVESTORS SERVICES, LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

BIP WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/1/1991

SIE

Date: 7/16/2015

Series 6

Date: 6/5/1989

Current Firm

BIP WEALTH, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BIP WEALTH, LLC

TRUST BUT VERIFY

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