Jeremy O. Dopp

IAMS WEALTH MANAGEMENT

Mesa, AZ 85206

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CRD#: 4599469

Professional summary

Jeremy Orson Dopp is a registered financial advisor currently at IAMS WEALTH MANAGEMENT, LLC located in Mesa, Arizona.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeremy has worked at 9 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

SECURITY FIRST FINANCIAL, NON-INVESTMENT RELATED BUSINESS, 1234 S. POWER RD., #101, MESA, AZ 85206, ANNUITY/INSURANCE RELATED BUSINESS, MANAGER/LICENSED AGENT/PRODUCER, START DATE - 06/2013 - PRESENT, 40 HOURS PER WEEK DURING NON-TRADING HOURS. Legacy Lock, LLC, Partner, Non-Investment Related, Provide estate planning software to financial industry professionals, Mesa, AZ, 20 hours per month SIMPLE ESTATE DOCS, LLC, Partner, Non-Investment Related, Provide estate planning software to financial industry professionals, Mesa, AZ, 10 hours per month The Producers Alliance, Partner, Non-Investment Related, Assists other insurance salespersons and organizations with insurance marketing and sales. Mesa, AZ, 10 hours per month Macro Planning Group, Owner/Operations, 140 North Union Ave. Suite 220, Farmington, UT 84025, Help facilitate referrals from client appointments on different services such as estate planning, insurance and retirement planning. 10 hours per month, 7 hours are during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Orson Dopp's CRS (Customer Relationship Summary).

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

January 12, 2023 - Present

IAMS WEALTH MANAGEMENT, LLC

Office #1: 1234 S. Power Rd #101, Mesa, AZ 85206

RIA

CRD#: 286085

Mesa, AZ

Past

June 2, 2016 - January 11, 2023

TREK FINANCIAL

RIA

CRD#: 109376

Mesa, AZ

Past

January 6, 2015 - June 3, 2016

REGAL INVESTMENT ADVISORS LLC

RIA

CRD#: 125004

MESA, AZ

Past

August 20, 2014 - January 6, 2015

SECURE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 141195

MESA, AZ

Past

February 13, 2013 - June 18, 2014

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

KAYSVILLE, UT

Past

March 29, 2012 - January 29, 2013

FAMILY WEALTH ADVISORS

RIA

CRD#: 117475

FARMINGTON, UT

Past

November 7, 2003 - April 29, 2004

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

May 19, 2003 - November 25, 2003

FIRST WESTERN ADVISORS

CRD#: 13623

HOLLADAY, UT

Past

February 5, 2003 - May 29, 2003

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875

RIA

Registered Investment Advisory firm - (1/9/2017 Approved)

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

Arizona
(2/1/2023)

IAR

Utah
(1/12/2023)

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: 3/28/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/14/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 2/4/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875

RIA

Registered Investment Advisory firm - (1/9/2017 Approved)

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Contact information

Main Address

18881 West Dodge Road Suite 180e, Omaha, NE 68022

Mailing Address

Phone number

(888) 255-7670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IAMS WEALTH MANAGEMENT, LLC FORM ADV PART 2A BROCHURE (10/6/2025)

Regulatory assets under management

Total Number of Accounts	2,104
AUM (Assets Under Management)	$ 343,012,390

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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Firm Stability Insights

Jeremy O. Dopp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Orson Dopp's CRS (Customer Relationship Summary).

Certified licenses

Experience

TREK FINANCIAL

REGAL INVESTMENT ADVISORS LLC

SECURE INVESTMENT MANAGEMENT, LLC

ALLEGIS INVESTMENT ADVISORS, LLC

FAMILY WEALTH ADVISORS

HORNOR, TOWNSEND & KENT, LLC

FIRST WESTERN ADVISORS

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

IAMS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2012

Series 63

Date: 1/14/2003

Series 6

Date: 2/4/2003

Current Firm

IAMS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IAMS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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