Jason R. Lipps

MERITUM WEALTH MANAGEMENT LLC

CINCINNATI, OH

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CRD#: 4214778

Professional summary

Jason Robert Lipps is a registered financial advisor currently at MERITUM WEALTH MANAGEMENT LLC located in Cincinnati, Ohio.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 8 firms and has passed the 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Robert Lipps'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®

None

Experience

Current

June 3, 2022 - Present

MERITUM WEALTH MANAGEMENT LLC

RIA

CRD#: 321634

CINCINNATI, OH

Past

September 25, 2018 - March 17, 2022

REALTA INVESTMENT ADVISORS, INC

RIA

CRD#: 134952

CINCINNATI, OH

Past

August 2, 2011 - July 10, 2018

REALTA INVESTMENT ADVISORS, INC

RIA

CRD#: 134952

WILMINGTON, DE

Past

May 13, 2011 - July 21, 2011

THE COASTAL ADVISORY GROUP, LLC

RIA

CRD#: 139534

CINCINNATI, OH

Past

November 30, 2010 - July 10, 2018

REALTA EQUITIES, INC.

CRD#: 23769

CINCINNATI, OH

Past

March 29, 2010 - January 18, 2011

PCA INVESTMENT ADVISORY SERVICES, INC.

RIA

CRD#: 123475

CINCINNATI, OH

Past

January 3, 2006 - September 27, 2010

L.M. KOHN & COMPANY

CRD#: 27913

CINCINNATI, OH

Past

April 24, 2002 - December 15, 2005

BRECEK & YOUNG ADVISORS, INC.

RIA

CRD#: 40395

CINCINNATI, OH

Past

March 15, 2001 - December 15, 2005

BRECEK & YOUNG ADVISORS, INC.

CRD#: 40395

FOLSOM, CA

Past

June 29, 2000 - March 6, 2001

DONAHUE SECURITIES, INC.

CRD#: 24330

CINCINNATI, OH

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

Ohio
(6/3/2022)

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: 6/27/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/10/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/28/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MERITUM WEALTH MANAGEMENT LLC

MERITUM ADVISORS | MERITUM WEALTH MANAGEMENT LLC

CRD#: 321634 / SEC#:

Kentucky

Registered Investment Advisory firm - (10/29/2025 Approved)

Ohio

Registered Investment Advisory firm - (6/2/2022 Approved)

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Contact information

Main Address

Cincinnati, OH

Mailing Address

Phone number

(513) 615-7421

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	111
AUM (Assets Under Management)	$ 11,759,886

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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Jason R. Lipps

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Robert Lipps's CRS (Customer Relationship Summary).

Certified licenses

Experience

REALTA INVESTMENT ADVISORS, INC

REALTA INVESTMENT ADVISORS, INC

THE COASTAL ADVISORY GROUP, LLC

REALTA EQUITIES, INC.

PCA INVESTMENT ADVISORY SERVICES, INC.

L.M. KOHN & COMPANY

BRECEK & YOUNG ADVISORS, INC.

BRECEK & YOUNG ADVISORS, INC.

DONAHUE SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/27/2000

SIE

Date: 7/10/2018

Series 7

Date: 9/21/2000

Series 6

Date: 6/28/2000

Current Firm

MERITUM WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MERITUM WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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