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Jesse-jelle Boot

BIP Wealth, LLC

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About Jesse-jelle Boot

Jesse-jelle Boot is a registered investment advisor representative with BIP Wealth, LLC. Jesse-jelle Boot has been in the industry since 2019. Jesse-jelle Boot is also registered with the state of Georgia. BIP Wealth, LLC is a financial advisory firm that provides financial planning, portfolio management for individuals and businesses, and educational seminars. The firm has approximately $1 billion to $10 billion in assets under management and works with individuals, high-net-worth individuals, charitable organizations and corporations. BIP Wealth, LLC's main office is located in Atlanta, Georgia.

Firm Information

Jesse-jelle Boot is currently registered with BIP Wealth, LLC. BIP Wealth, LLC is an investment advisor based in Atlanta, GA. The firm has over $2.8 billion in regulatory assets under management and specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, corporations, and charitable organizations.
BIP Wealth, LLC

3575 PIEDMONT RD, NE

ATLANTA, GA 30305

$2.83B

Assets Under Management

2

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jesse-jelle Boot’s Registration & Firm History

GA

02/02/2024 - Present

BIP Wealth, LLC (Alpharetta GA)

NY

03/07/2019 - 06/18/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ARMONK NY)

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Licenses & Designations

BOTH

Issued 04/05/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/07/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jesse-jelle Boot.
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