JM
Jason S. Murray
IP FINANCIAL ADVISORY SERVICES LLC
Teaneck, NJ
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CRD#: 3091940
JM
Professional summary
Jason Scott Murray is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Teaneck, New Jersey and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jason has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. GENESIS BUSINESS CAPITAL; NOT INVESTMENT RELATED; 520 White Plains Road, Suite 500, Tarrytown, NY 10591; Medicare Consultant and Medicare supplemental plans to individuals; BENEFIT CONSULANT; 04/2014; 120 HRS/MONTH; SALES OF HEALTH INSURANCE TO BUSINESS OWNERS___ 2. ABUNDANT NETWORK LLC; NOT RELATED; 106 W Forest Ave. Teaneck, NJ 07666; Sales and Marketing consultant, Online Books, MANAGE OFFICE EXPENSES;CEO; Commission; 08/2020; 15 HRS/week;___ 3. FAITH+ PURPOSE= LEGACY/Not Related/106 WEST FOREST AVENUE, TEANECK, NJ 07666/CURRENTLY WRITING A BOOK AND WILL BEGIN TO SELL THE BOOK ONCE IT HAS BEEN EDITED AND FORMATTESD TO PUBLISH AND PRINT/AUTHOR/2/2019/10 pre week/0/MARKET BOOK TO INDIVIDUALS WHO CAN BENEFIT FROM READING THE BOOK___ 4.OUR STORIES OUR VOICES: BLACK MEN SPEAK THEIR TRUTH /Not Related/106 WEST FOREST AVENUE TEANECK, NJ 07666/ Author-Publication Book to author; No Position; 2/2020; 10 hours per week; Paid the Publisher to publish book;___ 5. 7 MINDSETS TO SUCCESSFULLY TRANSITION FROM EMPLOYEE TO ENTREPRENEUR POSITION;ADDRESS: Not related;106 West Forest Avenue, Teaneck NJ 07666, United States; Author-Publication (book) ;Author-Owner of Book-Publication; Commission-Sale of Book;10 hours/week ; DESCRIPTION: I'm the author of this book and will market this book to the public once it is published.___ 6. Vantage Financial Alliance. Start: 12/2024. Financial Education/Insurance. https://vantagefinancialalliance.com/. Associate promoting financial education and insurance protection. 925 North Point Parkway, Suite 100, Alpharetta, GA 30005. 10 hrs per week._ 7. Name of Business: Complex Capital Solutions Group. Investment-Related Nature: No. Address of the Other Business: Englewood Cliffs, NJ 07632. Nature of the Other Business: Insurance/Tax Planning/Planning Services. Position, Title, or Relationship: Consultant/Business Development. Start Date of the Relationship: 10/2025. Approximate Number of Hours per Month Devoted: 60 hrs. month
CRS (Client Relationship Summary) - RIA
Click below to view Jason Scott Murray's 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®
NoneExperience
Current
July 18, 2023 - Present
IP FINANCIAL ADVISORY SERVICES LLC
RIA
CRD#: 305772
Teaneck, NJ
Current
July 18, 2023 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210RIA
BD
CRD#: 146344
Charlotte, NC
Past
January 6, 2012 - July 19, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
Port Jefferson Station, NY
Past
January 6, 2012 - July 19, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
Port Jefferson Station, NY
Past
October 8, 2010 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
BROOKLYN, NY
Past
August 18, 2010 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
BROOKLYN, NY
Past
June 21, 2007 - January 2, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NEWARK, NJ
Past
April 2, 2007 - January 2, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEWARK, NJ
Past
May 25, 2000 - October 23, 2001
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
LONG ISLAND CITY, NY
Past
November 20, 1998 - December 31, 1999
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
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".
IF
IP FINANCIAL ADVISORY SERVICES LLC
DEEMER WEALTH MANAGEMENT | IP FINANCIAL ADVISORY SERVICES LLC | INNOVATION PARTNERS FINANCIAL SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
RIA
Registered Investment Advisory firm - (10/17/2019 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(7/18/2023)
RR
Florida(7/18/2023)
RR
New Jersey(7/18/2023)
IAR
New Jersey(7/18/2023)
RR
New York(7/18/2023)
IAR
New York(7/18/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IF
IP FINANCIAL ADVISORY SERVICES LLC
DEEMER WEALTH MANAGEMENT | IP FINANCIAL ADVISORY SERVICES LLC | INNOVATION PARTNERS FINANCIAL SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
RIA
Registered Investment Advisory firm - (10/17/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5950 Fairview Road, Suite 140, Charlotte, NC 28210
Mailing Address
Phone number
(980) 326-3335
Established
Firm type
Fiscal year end
# of Employees
112
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.
