John P. Scott
Professional summary
John Phillip Scott, CFP®, who also goes by John Phillip Scott Jr, Jp Scott, is a registered financial advisor currently at BIP WEALTH, LLC located in Alpharetta, Georgia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Phillip Scott's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
August 13, 2015 - Present
BIP WEALTH, LLC
Office #1: 2500 Northwinds Pkwy Suite 250, Alpharetta, GA 30009April 28, 2008 - August 24, 2015
CHARLES SCHWAB & CO., INC.
November 28, 2005 - August 24, 2015
CHARLES SCHWAB & CO., INC.
June 29, 2005 - November 22, 2005
COLE WEALTH MANAGEMENT, LLC
July 16, 2003 - April 18, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
July 9, 2003 - April 18, 2005
IDS LIFE INSURANCE COMPANY
July 9, 2003 - April 18, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
BIP WEALTH, LLC
CRD#: 143208 / SEC#: 801-68882
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/13/2015)
Exams
Current Firm
BIP WEALTH, LLC
CRD#: 143208 / SEC#: 801-68882
Contact information
SEC notice filing (22 States and Territories)
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 |
Red Flags
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