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James Nicholas Merriweather

IPSEN ADVISOR GROUP LLC·LITTLE ROCK, Arkansas
SIE, Series 7, Series 63, Series 65CFPClean record7 years registeredIPSEN ADVISOR GROUP LLC
2228 COTTONDALE LANE, LITTLE ROCK, AR 72202CRD# 6847339Firm CRD# 318010

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Nicholas Merriweather · LITTLE ROCK, AR
Registration
CRD #6847339 · IPSEN ADVISOR GROUP LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

IPSEN ADVISOR GROUP
Mar 2022 – present
AMERIPRISE FINANCIAL SERVICES, LLC.
Apr 2019 – Jan 2021
LITTLE ROCK, AR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · April 18, 2019
Years registered · 7
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IPSEN ADVISOR GROUP LLC
CRD 318010 · SEC 801-123145
AUM
$192M
Regulatory assets under management
Employees
5
981 client accounts
Services offered by IPSEN ADVISOR GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at IPSEN ADVISOR GROUP LLC →
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05

Frequently Asked Questions

What services does James Nicholas Merriweather offer?
James Nicholas Merriweather specializes in Financial Planning, Investment Management. Contact their office in LITTLE ROCK, Arkansas for a consultation.
What are James Nicholas Merriweather's credentials?
James Nicholas Merriweather holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James Nicholas Merriweather located?
James Nicholas Merriweather is based in LITTLE ROCK, Arkansas, working with IPSEN ADVISOR GROUP LLC. Their office serves clients in the LITTLE ROCK metropolitan area and surrounding communities.
How does James Nicholas Merriweather charge for services?
James Nicholas Merriweather's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IPSEN ADVISOR GROUP LLC?
IPSEN ADVISOR GROUP LLC has approximately 5 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IPSEN ADVISOR GROUP LLC

Amy Elizabeth Ipsen
LITTLE ROCK, AR
Loren Marshall Ipsen
LITTLE ROCK, AR
CFP

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