Jesse Rupp is a registered investment advisor, based in Decatur, IL, with 8 years of industry experience.
Location
3090 N Main St Suite C, Decatur, IL, 62526
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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 →Other Business ActivitiesSells Insurance
Jesse is a licensed insurance professional selling fixed insurance products. This activity takes about 10% of his time.
Employment History
Current Registrations
Investment Planners, INC.
February 2021 - Present · 5 yrs 5 mos
Investment Planners, INC.Broker
February 2021 - Present · 5 yrs 5 mos
Ipi Wealth Management, INC.
January 2021 - Present · 5 yrs 6 mos
Previous Registrations
Miller Wealth Management
January 2019 - February 2021 · 2 yrs 1 mo
Private Client Services, LLCBroker
January 2019 - December 2019 · 11 mos
Wells Fargo Advisors Financial Network, LLC
November 2017 - January 2019 · 1 yr 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2017 - January 2019 · 1 yr 5 mos
State Registrations33 states
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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.