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JH

John Hester

BIP WEALTH
Scottsdale, AZ
·CRD# 7217308·6 years experience

Professional Summary

John Hester is a registered financial advisor currently at BIP WEALTH, LLC located in Scottsdale, Arizona. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. John has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

6 years in the financial services industry

Current & Past Employments

BIP WEALTH, LLC·CRD# 143208
RIA
Scottsdale, AZ
August 27, 2021 - Present
OSAIC WEALTH, INC.·CRD# 23131
RIA
Bellevue, WA
November 17, 2020 - August 4, 2021
OSAIC WEALTH, INC.·CRD# 23131
BD
Bellevue, WA
November 17, 2020 - August 4, 2021
HORNOR, TOWNSEND & KENT, LLC·CRD# 4031
RIA
Scottsdale, AZ
June 29, 2020 - November 2, 2020
HORNOR, TOWNSEND & KENT, LLC·CRD# 4031
BD
Scottsdale, AZ
January 29, 2020 - November 2, 2020

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Current Firm

BW
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 - SEC (2/20/2008 Approved)

Contact Information

Main Address

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

Phone Number

(404) 495-5230

# of Employees

88

SEC notice filing (37 States and Territories)

Registered to provide investment advisory services in 37 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - APPENDIX 1 (9/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

17,391

AUM (Assets Under Management)

$5,287,991,188

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
11/21/2025Cover PageReport
01/28/2025Cover PageReport

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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.

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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".
BW
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 - SEC (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.
IAR
Georgia
(8/27/2021)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2020About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2019About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view John Hester's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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