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Finop, CCO · IP Financial Advisory Services LLC

Lei Jiao

CRD 6407162 · Named on Form ADV at one SEC-registered adviser

At a glance

IP Financial Advisory Services LLC, an SEC-registered wealth manager based in Charlotte, NC with $481 million in regulatory assets, lists Lei Jiao on its Form ADV as Finop, CCO, a control person.

Firms and roles

AtlasMembers

Lei’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

  • Anthony M. LawrenceCo-President, MGA and Systems Operations, IP Financial Advisory Services LLC
  • Qian ZhengFinance Analyst, IP Financial Advisory Services LLC
  • Kelly A. KingPresident, IP Financial Advisory Services LLC

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