RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Jeffery Lee Lippens
- Title
- Senior Partner, CIOreportedgardecapital.comfirm site, Sep 15, 2026
- Designations
- CFAreportedgardecapital.comas printed on the bio page, Sep 16, 2026
- Founder
- “Jeff is a Co-Founder, President, and Chief Investment Officer of Garde Capital, Inc.”reportedgardecapital.comthe sentence on the bio page
- Partner or owner
- “Senior Partner, CIO”reportedgardecapital.comthe sentence on the bio page
- Years, as the firm states
- 30reportedgardecapital.com“Jeff has spent over 30 years in the investment industry.”
- Professional profile
- gardecapital.com/team/jeff-lippensreportedgardecapital.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Garde Capital, Inc. independent RIA currentsince Aug 28, 2009 · Seattle, Wa
- UBS Financial Services Inc. wirehouseMar 14, 2001 to Sep 2, 2009 · Seattle, Wa
- UBS Financial Services Inc. to Garde Capital, Inc.left Sep 2, 2009, registered Aug 28, 2009 (-5 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address