Jeremy M. Klopper

COMPREHENSIVE WEALTH SERVICES

Randolph, NJ

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CRD#: 2410233

Professional summary

Jeremy Michel Klopper, CFP®, who also goes by Jeremy Mitchell Klopper, is a registered financial advisor currently at COMPREHENSIVE WEALTH SERVICES, LLC located in Randolph, New Jersey.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jeremy has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy Mitchell Klopper

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Michel Klopper's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

CRD#: 37404

COHOES, NY

Past

January 4, 1996 - January 4, 1997

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

June 5, 1995 - December 18, 1995

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

October 27, 1993 - May 24, 1995

HENNION & WALSH, INC.

CRD#: 25766

PARSIPPANY, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(2/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/6/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/25/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/26/1993

General Securities Representative Examination

Current Firm

COMPREHENSIVE WEALTH SERVICES, LLC

COMPREHENSIVE WEALTH SERVICES, LLC | GENERALTIONAL WEALTH SERVICES, LLC

CRD#: 147372 / SEC#:

Louisiana

Registered Investment Advisory firm - (8/22/2025 Approved)

New Jersey

Registered Investment Advisory firm - (6/24/2008 Approved)

Texas

Registered Investment Advisory firm - (8/5/2025 Conditional Restricted)

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Contact information

Main Address

55 Madison Avenue Suite 400, Morristown, NJ 07960

Mailing Address

Phone number

(973) 924-2313

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	34
AUM (Assets Under Management)	$ 91,671,791

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Why AdvisorCheck

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Firm Stability Insights

Jeremy M. Klopper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Michel Klopper's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPREHENSIVE WEALTH SERVICES, LLC

COMPREHENSIVE WEALTH SERVICES, LLC

COMPREHENSIVE WEALTH SOLUTIONS, LLC

PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC

MERCER ALLIED COMPANY, L.P.

CITISTREET EQUITIES LLC

A. G. EDWARDS & SONS, INC.

HENNION & WALSH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/6/2002

Series 63

Date: 4/25/1994

Series 7

Date: 10/26/1993

Current Firm

COMPREHENSIVE WEALTH SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COMPREHENSIVE WEALTH SERVICES, LLC

TRUST BUT VERIFY

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