AUMdb
JR

Jeffrey Ross Lippman

CRD 5124838 Certified Financial Planner Chartered Financial Consultant

Firms

FirmRoleAs of
Capitol Financial Consultants, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗