DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)39 years in industry

JEFFREY JOSEPH SCRIMENTI

Advisor at IP FINANCIAL ADVISORY SERVICES LLC

CHARLOTTE, NC | Salem, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:389e1704-9eff-afc1-b5f1-c38277a3a0e5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 22, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IP FINANCIAL ADVISORY SERVICES LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 9, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 5
Exams: S63|S65
First exam: Oct 9, 1986
First registration: Jan 22, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 1451945

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IP FINANCIAL ADVISORY SERVICES LLC	Independent wealth	Jan 10, 2020	n/a	yes	CHARLOTTE, NC\|Salem, OR	Current employment
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jun 14, 2010	Oct 9, 2015	no	SALEM, OR	Previous registration
NFSG CORPORATION	Bd affiliated wealth	Aug 6, 2008	Jun 15, 2010	no	SALEM, OR\|BOCA RATON, FL	Previous registration
WORKMAN SECURITIES CORPORATION	n/a	Jan 22, 2007	Jul 1, 2008	no	SALEM, OR\|EDEN PRAIRIE, MN\|SALEM, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	IP FINANCIAL ADVISORY SERVICES LLC	Oct 9, 2015	Jan 10, 2020	1,554	Firm change after gap	Other
NFSG CORPORATION	J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	Jun 15, 2010	Jun 14, 2010	-1	Firm change	Other
WORKMAN SECURITIES CORPORATION	NFSG CORPORATION	Jul 1, 2008	Aug 6, 2008	36	Firm change	Other

Relationships

Registered with (4)

→ IP FINANCIAL ADVISORY SERVICES LLCRegistered adviserregistration: current employment
Jan 10, 2020 to presentfactForm ADV
→ J P TURNER & COMPANY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 14, 2010 to Oct 9, 2015factForm ADV
→ NFSG CORPORATIONRegistered adviserregistration: previous registration
Aug 6, 2008 to Jun 15, 2010factForm ADV
→ WORKMAN SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jan 22, 2007 to Jul 1, 2008factForm ADV

Dated events

No dated event names this entity yet.