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JK

James W. Kopas

PRING TURNER
Alamo, CA 94507
Some features on this profile are disabled
CRD#: 5863675
JK

Professional summary

James William Kopas, who also goes by Jim Kopas, is a registered financial advisor currently at PRING TURNER located in Alamo, California.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. James has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jim Kopas

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 James William Kopas'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

December 12, 2025 - Present

PRING TURNER

Office #1: 3195 Danville Blvd Ste 8, Alamo, CA 94507
RIA
CRD#: 110931
Alamo, CA
Past

January 12, 2011 - December 11, 2025

PRING TURNER

RIA
CRD#: 110931
ALAMO, CA

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".
PT
PRING TURNER
PRING TURNER | PRING/TURNER CAPITAL GROUP, INC. | PRING TURNER CAPITAL GROUP

CRD#: 110931 / SEC#: 801-12851

RIA
Registered Investment Advisory firm - (4/20/1977 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
California
(12/12/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/11/2011
Uniform Investment Adviser Law Examination

Current Firm

PT
PRING TURNER
PRING TURNER | PRING/TURNER CAPITAL GROUP, INC. | PRING TURNER CAPITAL GROUP

CRD#: 110931 / SEC#: 801-12851

RIA
Registered Investment Advisory firm - (4/20/1977 Approved)
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Contact information

Main Address
3195 Danville Blvd Ste 8, Alamo, CA 94507-1970
Mailing Address
Phone number
(925) 287-8527
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PRING TURNER FORM ADV PART 2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts475
AUM (Assets Under Management)$ 262,131,675

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.

Company Information

PRING TURNER

CRD#: 110931Alamo, CA 94507

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