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Justin Tyler Yost

BIP Wealth, LLC

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About Justin Tyler Yost

Justin Tyler Yost is an Investment Advisor Representative associated with Bip Wealth, LLC. Justin Tyler Yost has been in the industry since 2021. Justin Tyler Yost has been registered with the state of Georgia since May 22, 2023, and is currently associated with Bip Wealth, LLC. Justin Tyler Yost is a Series 7TO, Series 66 and SIE licensed professional. Prior to joining Bip Wealth, LLC, Justin Tyler Yost worked at MORGAN STANLEY and Fieldpoint Private Securities, LLC. Justin Tyler Yost's specializations include portfolio management for individuals, portfolio management for businesses, financial planning, educational seminars and selection of other advisors.

Firm Information

Justin Yost 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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Justin Yost’s Registration & Firm History

GA

05/22/2023 - Present

BIP Wealth, LLC (ATLANTA GA)

GA

08/18/2022 - 04/25/2023

MORGAN STANLEY (Atlanta GA)

CT

02/14/2022 - 07/22/2022

FIELDPOINT PRIVATE SECURITIES, LLC (GREENWICH CT)

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Licenses & Designations

BOTH

Issued 04/29/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/08/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Tyler Yost.
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