Jason Lippeatt is a registered investment advisor, based in Mount Olive, AL, with 18 years of industry experience.
Location
1248 Jew Hollow Rd, Mount Olive, AL, 35117
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Wealth Services, LLC
February 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Investment Distributors, INC.Broker
January 2022 - December 2023 · 1 yr 11 mos
Concourse Financial Group Advisors
August 2011 - February 2025 · 13 yrs 6 mos
Concourse Financial Group Securities, INC.Broker
November 2007 - February 2025 · 17 yrs 3 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.