Joshua S. Lipson

IPI WEALTH MANAGEMENT

Marlton, NJ

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CRD#: 5703979

Professional summary

Joshua Scott Lipson is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Marlton, New Jersey and INVESTMENT PLANNERS, INC. located in Decatur, Illinois.

Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Joshua has worked at 6 firms and has passed the Series 65, Series 63, SIE 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.

DBA: LIPSON FINANCIAL GROUP 1. Independent Insurance agent DBA of LIPSON FINANCIAL GROUP; 3000 Atrium Way, Ste 200 Mt. Laurel, NJ 08054; ; INVESTMENT RELATED, began 11/2015; 5 HOURS PER WEEK; sales and service of life, disability, LTC and annuities 2. ALPINE BROKERAGE GROUP 14255 US Hwy 1, Ste.232 Juno Beach, FL 33408; EMPLOYEE; INVESTMENT RELATED; 40 HOURS PER WEEK; START DATE: 1/2016; VP Life Sales, assist insurance agents in providing insurance solutions to their clients. 3. Online Trading, non invested related, sell on Amazon, partnered with wife, began January 2020, minimal strictly personal business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Scott Lipson'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

January 3, 2024 - Present

IPI WEALTH MANAGEMENT, INC.

RIA

CRD#: 111872

Marlton, NJ

Current

January 3, 2024 - Present

INVESTMENT PLANNERS, INC.

Office #1: 226 W. Eldorado Street, Decatur, IL 62522

CRD#: 18557

Decatur, IL

Past

October 5, 2018 - December 31, 2023

LIFEMARK SECURITIES CORP.

RIA

CRD#: 16204

Pearl River, NY

Past

October 3, 2018 - December 31, 2023

LIFEMARK SECURITIES CORP.

CRD#: 16204

Pearl River, NY

Past

October 27, 2016 - October 4, 2018

FORESTERS EQUITY SERVICES, INC.

RIA

CRD#: 18464

MARLTON, NJ

Past

October 25, 2016 - October 4, 2018

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

May 4, 2015 - January 13, 2016

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

CHERRY HILL, NJ

Past

August 21, 2012 - January 13, 2016

EQUITABLE ADVISORS, LLC

CRD#: 6627

CHERRY HILL, NJ

Past

January 7, 2011 - August 22, 2012

SIGNATOR INVESTORS, INC.

CRD#: 468

YARDLEY, PA

Past

September 22, 2009 - September 22, 2010

SIGNATOR INVESTORS, INC.

CRD#: 468

YARDLEY, PA

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".

IPI WEALTH MANAGEMENT, INC.

CRD#: 111872 / SEC#: 801-56878

RIA

Registered Investment Advisory firm - (11/1/1999 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.

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

New Jersey
(1/3/2024)

IAR

New Jersey
(1/3/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/27/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/21/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/21/2009

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

IPI WEALTH MANAGEMENT, INC.

CRD#: 111872 / SEC#: 801-56878

RIA

Registered Investment Advisory firm - (11/1/1999 Approved)

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Contact information

Main Address

226 W. Eldorado, Decatur, IL 62522

Mailing Address

P.o. Box 170, Decatur, IL 62525-0170

Phone number

(217) 425-6340

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IPI WEALTH MANAGEMENT ADV2A (6/9/2025)

Regulatory assets under management

Total Number of Accounts	10,743
AUM (Assets Under Management)	$ 2,248,994,441

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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Firm Stability Insights

Joshua S. Lipson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Scott Lipson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT PLANNERS, INC.

LIFEMARK SECURITIES CORP.

LIFEMARK SECURITIES CORP.

FORESTERS EQUITY SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

IPI WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/2015

Series 63

Date: 10/21/2009

SIE

Date: 10/1/2018

Series 6

Date: 9/21/2009

FINRA

Current Firm

IPI WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IPI WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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