John Lipaj
John Lipaj is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Westlake, OH, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
191 American Blvd, Suite 205, Westlake, OH, 44145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John works as an associate/employee and financial advisor for three support companies: CKE Financial Services, LLC, E&M Consulting, and Strategic Retirement Solutions. He spends about a quarter of his time on each of these businesses.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Mcdonald & Company Securities, INC.Broker
State Registrations16 states
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