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John Hester

BIP Wealth, LLC

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About John Hester

John Hester is a financial advisor with Bip Wealth, LLC, a firm with over $1 Billion - $10 Billion in assets under management. John has been in the industry since 2014 and holds the Series 66, Series 7 and SIE licenses. John is a Certified Financial Planner, a designation that indicates they have met specific educational and experience requirements and passed an exam. John's firm specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

John Hester 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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John Hester’s Registration & Firm History

GA

08/27/2021 - Present

BIP Wealth, LLC (ATLANTA GA)

WA

11/17/2020 - 08/04/2021

ROYAL ALLIANCE ASSOCIATES, INC. (BELLEVUE WA)

AZ

01/29/2020 - 11/02/2020

HORNOR, TOWNSEND & KENT, LLC (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 02/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/29/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Hester.
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