AUMdb
JR

James Robert Money

CRD 1950954 Certified Financial Planner Chartered Financial Consultant Has disclosures

Firms

FirmRoleAs of
Bip Wealth, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗