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Lei Jiao

IP Financial Advisory Services LLC

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About Lei Jiao

Lei Jiao is a financial advisor at IP Financial Advisory Services LLC, a firm based in Charlotte, NC. Lei has been in the industry since July 6, 2016, and is licensed in North Carolina. Lei holds the Series 65, 28 and SIE licenses. The advisor is currently registered with FINRA and the state of North Carolina. The firm offers financial planning, consulting services to qualified retirement plans, portfolio management for individuals and businesses and selection of other advisors to clients.

Firm Information

Lei Jiao is currently registered with IP Financial Advisory Services LLC. IP Financial Advisory Services LLC is a Charlotte, NC-based Registered Investment Advisor with 86 licensed agents. They manage $296,950,627 in assets for 2,290 clients. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They are registered with the SEC as an investment advisor.
IP Financial Advisory Services LLC

5950 FAIRVIEW ROAD, SUITE 140

CHARLOTTE, NC 28210

$296.95M

Assets Under Management

Not reported

Total Clients

107

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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consulting services to qualified retirement plans

Consulting services to qualified retirement plans

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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other

Recurring fees

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Lei Jiao’s Registration & Firm History

NC

03/21/2022 - Present

IP Financial Advisory Services LLC (CHARLOTTE NC)

NC

03/04/2022 - 03/08/2022

INNOVATION PARTNERS LLC (CHARLOTTE NC)

NC

01/09/2015 - 09/16/2020

INNOVATION PARTNERS LLC (Charlotte NC)

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Licenses & Designations

IA

Issued 06/22/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/2015

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lei Jiao.
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