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Chief Operations Officer · Ipsen Advisor Group

James N. Merriweather

CRD 6847339 · Named on Form ADV at one SEC-registered adviser

At a glance

Ipsen Advisor Group, an SEC-registered wealth manager based in Little Rock, AR with $236 million in regulatory assets, lists James N. Merriweather on its Form ADV as Chief Operations Officer, a control person.

Firms and roles

  • Ipsen Advisor GroupChief Operations OfficerWealth manager · Little Rock, AR · $236M in regulatory assets

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Amy E. IpsenDirector of Operations and Chief Compliance Officer, Ipsen Advisor Group
  • Loren M. IpsenChief Executive Officer and Financial Planner, Ipsen Advisor Group

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.