Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse John Lipscomb is a Registered Representative, Investment Advisor Representative, and Insurance Agent who has been in the financial services industry since 2001. Jesse currently holds licenses to practice in California. Jesse is affiliated with Compass Financial Management LLC in San Diego, California. Jesse has previously worked at Bison Advisors, WORLD GROUP SECURITIES, INC., and WMA SECURITIES, INC. Jesse has passed the Series 6, Series 63, and Series 65 exams. Jesse has a background in tax preparation, insurance sales, and cattle ranching. Jesse is a self-employed insurance agent and the owner and president of Roadmap Tax Services, Inc. and Roadmap Insurance Solutions, Inc. Jesse specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and businesses. Jesse is committed to providing personalized financial advice to help his clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
10/15/2024 - Present
Compass Financial Management LLC (San Diego CA)
GA
10/24/2003 - 06/06/2006
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
04/12/2002 - 04/26/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
11/01/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
02/22/2001 - 10/10/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 01/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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