Jason Murray is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Innovation Partners LLC, Fiserv, and Transamerica Financial Advisors, among others. Outside of his advisory work, he is an author of multiple books focused on entrepreneurship and personal development, including titles on transitioning from employee to entrepreneur and narratives from Black men’s perspectives. IP Financial Advisory Services primarily serves individual retail clients with a focus on non–high-net-worth individuals. The firm provides portfolio management, financial planning, managed account programs, and retirement-plan consulting, often using discretionary authority and a combination of analytical approaches to construct customized portfolios.

Thomas Tipton is a financial advisor at IP Financial Advisory Services LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Fidelity Investments, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory role, he works as a flight attendant for Delta Airlines and is involved with Vantage Financial Alliance, providing financial education and insurance services. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm uses customized portfolio strategies and refers clients to third-party investment advisors while offering a range of financial and insurance consulting services.

Vincent Mallon is a financial advisor with IP Financial Advisory Services LLC in New York, NY, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Innovation Partners LLC, American Portfolios Financial Services, Inc., Equity Services, Inc., and National Life. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a combination of discretionary portfolio management and third-party investment advisor referrals to meet client needs.

Yu Li is a financial advisor at IP Financial Advisory Services LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including B. Riley Wealth Advisors and Great Hill Advisory. Li is also a senior accountant at Taxmaster Financial Services Corp. LLC, where he is involved in tax planning, preparation, and consulting. IP Financial Advisory Services primarily serves individual retail clients, focusing on those who are not high-net-worth individuals. The firm offers portfolio management, financial planning, managed account programs, and retirement-plan consulting, often using discretionary authority and a range of analytical approaches to construct and monitor customized portfolios.