JK
Jeremy J. Koopmeiners
MUTUAL OF AMERICA SECURITIES LLC
Boca Raton, FL 33487
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CRD#: 5931432
JK
Professional summary
Jeremy Jon Koopmeiners, who also goes by Jeremy J Koopmeiners, is a registered financial professional currently at MUTUAL OF AMERICA SECURITIES LLC located in Boca Raton, Florida.
Jeremy is registered as a RR (Registered Representative) and started their career in finance in 2011. Jeremy has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jeremy J Koopmeiners
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.
DOOR DASH POSITION: Driver NATURE: Food delivery INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/20/2024 ADDRESS: 303 2nd St Ste #800, San Francisco CA 94107, United States DESCRIPTION: I deliver food and/or other products to people's homes.
CRS (Client Relationship Summary) - BD
Click below to view Jeremy Jon Koopmeiners'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®
NoneExperience
Current
June 4, 2025 - Present
MUTUAL OF AMERICA SECURITIES LLC
Office #1: 1150 Broken Sound Parkway Nw, Boca Raton, FL 33487BD
CRD#: 27878
Boca Raton, FL
Past
November 22, 2024 - June 5, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Burnsville, MN
Past
November 22, 2024 - June 5, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Burnsville, MN
Past
June 13, 2017 - March 25, 2024
TRANSAMERICA RETIREMENT ADVISORS, LLC
RIA
CRD#: 107319
Denver, CO
Past
February 20, 2015 - March 25, 2024
TRANSAMERICA INVESTORS SECURITIES, LLC
BD
CRD#: 32205
DENVER, CO
Past
January 9, 2014 - October 10, 2014
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
MINNEAPOLIS, MN
Past
August 17, 2011 - January 16, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/4/2025)
RR
Alaska(6/4/2025)
RR
Arizona(6/4/2025)
RR
Arkansas(6/4/2025)
RR
California(6/4/2025)
RR
Colorado(6/4/2025)
RR
Connecticut(6/4/2025)
RR
Delaware(6/4/2025)
RR
District of Columbia(6/4/2025)
RR
Florida(6/4/2025)
RR
Georgia(6/4/2025)
RR
Hawaii(6/4/2025)
RR
Idaho(6/4/2025)
RR
Illinois(6/4/2025)
RR
Indiana(6/4/2025)
RR
Iowa(6/4/2025)
RR
Kansas(6/4/2025)
RR
Kentucky(6/4/2025)
RR
Louisiana(6/4/2025)
RR
Maine(6/4/2025)
RR
Maryland(6/4/2025)
RR
Massachusetts(6/4/2025)
RR
Michigan(6/4/2025)
RR
Minnesota(6/4/2025)
RR
Mississippi(6/4/2025)
RR
Missouri(6/4/2025)
RR
Montana(6/4/2025)
RR
Nebraska(6/4/2025)
RR
Nevada(6/4/2025)
RR
New Hampshire(6/4/2025)
RR
New Jersey(6/4/2025)
RR
New Mexico(6/4/2025)
RR
New York(6/4/2025)
RR
North Carolina(6/4/2025)
RR
North Dakota(6/4/2025)
RR
Ohio(6/17/2025)
RR
Oklahoma(6/4/2025)
RR
Oregon(6/4/2025)
RR
Pennsylvania(6/4/2025)
RR
Rhode Island(6/4/2025)
RR
South Carolina(6/4/2025)
RR
South Dakota(6/4/2025)
RR
Tennessee(6/4/2025)
RR
Texas(6/4/2025)
RR
Utah(6/4/2025)
RR
Vermont(6/4/2025)
RR
Virginia(6/4/2025)
RR
Washington(6/4/2025)
RR
West Virginia(6/4/2025)
RR
Wisconsin(6/4/2025)
RR
Wyoming(6/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MO
MUTUAL OF AMERICA SECURITIES LLC
MUTUAL OF AMERICA SECURITIES CORPORATION | MUTUAL OF AMERICA SECURITIES LLC
CRD#: 27878 / SEC#: , 8-43278
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
320 Park Avenue, New York, NY 10022
Mailing Address
320 Park Avenue, New York, NY 10022-3869
Phone number
(212) 224-1600
Established
Delaware since 06/29/1990
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MUTUAL OF AMERICA HOLDING COMPANY LLC | MEMBER | |
| BAILEY, CHRISTOPHER DAVID | CHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER | 4582524 |
| BRANT, DAVID ROBERT | FINANCIAL AND OPERATIONS PRINCIPAL (FINOP), PRINCIPAL FINANCIAL OFFICER (PFO), PRINCIPAL OPERATIONS OFFICER (POO) | 2718478 |
| GREGORY, IVAN BRUCE | EXECUTIVE VICE PRESIDENT AND BOARD MANAGER | 4984456 |
| JOHNSON, TROY SHERMAN | EXECUTIVE VICE PRESIDENT AND BOARD MANAGER | 3052097 |
| MEDLIN, KYLE LAWRENCE | SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 5496979 |
| STEINGARTEN, BRIE ANNE ELIZABETH | GENERAL COUNSEL AND SECRETARY | 5373977 |
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.
