JP

Jackson Robert Paulishak

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
150 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

IP Financial Advisory Services LLC representatives may receive compensation from third-party investment advisors for recommending their services. This compensation generally takes the form of the TPIA sharing a percentage of the advisory fee the client pays to them with IP FINANCIAL ADVISORY SERVICES LLC and the respective representative. The fees for actuarial and other consulting services are separate and apart from the advisory fees charged by IP FINANCIAL ADVISORY SERVICES LLC.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance Planning
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Advisor Information

Office location

10 N. Jefferson St., Suite 406, Frederick, MD, 21701

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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
January 2025
Employment Separation After Allegations
February 2006
Customer Dispute
August 2000
Settled
Other Business ActivitiesSells Insurance

Jackson operates Liberator Wealth Management, LLC as a sole proprietor and insurance agent since 2006, and is a Registered Representative with Purshe Kaplan Sterling Investments since 2021. He also runs his advisory business through Empirikal Investment Partners, dedicating full-time hours to this activity.

Employment History
Current Registrations
Innovation Partners LLC
February 2025 - Present · 11 mos
Innovation Partners LLC Broker
February 2025 - Present · 11 mos
Empirikal Partners LLC
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Sapphire Blue Investment Partners
February 2022 - April 2024 · 2 yrs 2 mos
Sapphire Blue Investment Partners
June 2021 - December 2021 · 6 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2021 - February 2025 · 3 yrs 9 mos
Cetera Advisor Networks LLCBroker
September 2019 - May 2021 · 1 yr 8 mos
Summit Financial Group INC
February 2006 - May 2021 · 15 yrs 3 mos
Summit Brokerage Services, INC.Broker
February 2006 - September 2019 · 13 yrs 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2001 - February 2006 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 2001 - February 2006 · 4 yrs 8 mos
Legg Mason Wood Walker, IncorporatedBroker
April 1995 - July 2001 · 6 yrs 3 mos
State Registrations8 states
AZFLKSMDNCPAVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.