Jason Kopp
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jason Kopp, who also goes by Jason Richard Kopp, was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 2001. Jason had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 57, Series 55, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 22, 2022 - January 29, 2026
CRG WEALTH, LLC
July 3, 2018 - February 28, 2020
AVATAR SECURITIES, LLC
February 18, 2004 - August 29, 2005
GREAT POINT CAPITAL LLC
March 12, 2001 - July 30, 2001
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 55
Date: 3/3/2004
Limited Representative-Equity Trader ExamCurrent Firm
CRG WEALTH, LLC
CRD#: 300615 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 3,094,125 |
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.
