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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

JASON SCOTT MURRAY

Advisor at IP FINANCIAL ADVISORY SERVICES LLC

Teaneck, NJ | CHARLOTTE, NC

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Search this name across graphsid dfx:ria:63cb994c-9d2a-cc9a-d755-8e15eb504658

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 21, 2007 to Sep 15, 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: Apr 19, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Apr 19, 1999
First registration: Jun 21, 2007
Dual registered: yes, broker-dealer
Other names: JASON SCOTT MURRAY
IAPD individual key: 3091940

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	Jul 18, 2023	n/a	yes	Teaneck, NJ\|CHARLOTTE, NC	Current employment
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jan 6, 2012	Jul 19, 2023	no	New York, NY\|VALLEY STREAM, NY\|Port Jefferson Station, NY	Previous registration
INVESTMENT ADVISORS INTERNATIONAL, INC.	n/a	Oct 8, 2010	Jan 6, 2012	no	BROOKLYN, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 21, 2007	Jan 2, 2009	no	SHORT HILLS, NJ	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
TRANSAMERICA FINANCIAL ADVISORS, LLC	IP FINANCIAL ADVISORY SERVICES LLC	Jul 19, 2023	Jul 18, 2023	-1	Firm change	Ibd to ibd
INVESTMENT ADVISORS INTERNATIONAL, INC.	TRANSAMERICA FINANCIAL ADVISORS, LLC	Jan 6, 2012	Jan 6, 2012	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	INVESTMENT ADVISORS INTERNATIONAL, INC.	Jan 2, 2009	Oct 8, 2010	644	Firm change after gap	Other

Relationships

Registered with (4)

→ IP FINANCIAL ADVISORY SERVICES LLCRegistered adviserregistration: current employment
Jul 18, 2023 to presentfactForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 6, 2012 to Jul 19, 2023factForm ADV
→ INVESTMENT ADVISORS INTERNATIONAL, INC.Registered adviserregistration: previous registration
Oct 8, 2010 to Jan 6, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 21, 2007 to Jan 2, 2009factForm ADV

Dated events

Occurred
Jul 19, 2023
Advisor changed firm
Jason Scott Murray left Transamerica Financial Advisors, Llc for Ip Financial Advisory Services Llc (registered 2023-07-18)
Form ADVobserved 5 days ago