Jason R. Kopp

CRG WEALTH

CLEAR LAKE, MN 55319

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CRD#: 4360303

Professional summary

Jason Richard Kopp, who also goes by Jason Richard Kopp, is a registered financial advisor currently at CRG WEALTH, LLC located in Clear Lake, Minnesota.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jason has 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

Are you a "fiduciary"?

Yes

Aliases

Jason Richard Kopp

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.

We own a two unit building that we reside in and rent out the other unit. Gross rental income is $25,200 annually. No commissions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Richard Kopp'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®

None

Experience

Current

August 22, 2022 - Present

CRG WEALTH, LLC

Office #1: 6083 125th Ave Se, Clear Lake, MN 55319

RIA

CRD#: 300615

CLEAR LAKE, MN

Past

July 3, 2018 - February 28, 2020

AVATAR SECURITIES, LLC

CRD#: 147763

NEW YORK, NY

Past

February 18, 2004 - August 29, 2005

GREAT POINT CAPITAL LLC

CRD#: 114203

CHICAGO, IL

Past

March 12, 2001 - July 30, 2001

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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

Illinois
(8/22/2022)

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: 5/12/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/12/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 57

Date: 7/3/2018

Securities Trader Exam

General Industry/Product Exam

Series 55

Date: 3/3/2004

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 2/17/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/9/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CRG WEALTH, LLC

CANYON RIDGE GROUP, LLC | CRG WEALTH, LLC

CRD#: 300615 / SEC#:

California

Registered Investment Advisory firm - (2/4/2020 Approved)

Florida

Registered Investment Advisory firm - (1/24/2020 Approved)

Georgia

Registered Investment Advisory firm - (6/3/2019 Approved)

Hawaii

Registered Investment Advisory firm - (1/3/2020 Approved)

Illinois

Registered Investment Advisory firm - (8/22/2022 Approved)

Minnesota

Registered Investment Advisory firm - (12/6/2021 Approved)

Nevada

Registered Investment Advisory firm - (6/25/2019 Approved)

Texas

Registered Investment Advisory firm - (9/6/2019 Approved)

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Contact information

Main Address

6083 125th Ave Se, Clear Lake, MN 55319

Mailing Address

Phone number

(702) 234-8808

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Advisor Monitoring

Firm Stability Insights

Jason R. Kopp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Richard Kopp's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVATAR SECURITIES, LLC

GREAT POINT CAPITAL LLC

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/12/2022

Series 63

Date: 3/12/2001

SIE

Date: 10/1/2018

Series 57

Date: 7/3/2018

Series 55

Date: 3/3/2004

Series 7

Date: 2/17/2004

Series 6

Date: 3/9/2001

Current Firm

CRG WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRG WEALTH, LLC

TRUST BUT VERIFY

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