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Jamieson Blaine Hopp

Jamieson Blaine Hopp

CFP®
MILLENNIAL WEALTH
Seattle, WA
·CRD# 6801922·6 years experience

Professional Summary

Jamieson Blaine Hopp, CFP® is a registered financial advisor currently at MILLENNIAL WEALTH located in Seattle, Washington. Jamieson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jamieson has worked at 2 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

$100K–$250K

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Education Funding
  • Retirement Planning
  • Business Services
  • Tax Planning
  • Financial Planning
  • Investment Management
  • Cashflow & Budgeting

Specializations

Millennials
Novice Investors

Biography

Jamieson is also a part of XY planning network, an organization committed to helping support fee-only financial planning firms that serve gen x and gen y clients and their particular needs. Outside of work, he enjoys playing golf, basketball, and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having just moved to the Seattle area in 2021, Jamieson looks forward to being...

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2020

Years of Experience

6 years in the financial services industry

Current & Past Employments

MILLENNIAL WEALTH·CRD# 289970
RIA
Seattle, WA
July 12, 2021 - Present
VINTAGE FINANCIAL SERVICES LLC·CRD# 105271
RIA
Ann Arbor, MI
July 2, 2020 - June 16, 2021

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Current Firm

MILLENNIAL WEALTH
MILLENNIAL WEALTH

IGNITE FINANCIAL PLANNING | MILLENNIAL WEALTH LLC | MILLENNIAL WEALTH

CRD#: 289970 / SEC#: 801-129376
RIA
Registered Investment Advisory firm - SEC (1/17/2024 Approved)
Alaska
Registered Investment Advisory firm - Alaska (12/31/2018 Terminated)
California
Registered Investment Advisory firm - California (2/17/2024 Terminated)
New York
Registered Investment Advisory firm - New York (1/18/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (1/18/2024 Terminated)
Washington
Registered Investment Advisory firm - Washington (2/20/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

33511 Redmond-fall City Rd Se Suite 2, Fall City, WA 98024

Mailing Address

Po Box 155, Fall City, WA 98024

Phone Number

(206) 207-8426

# of Employees

6

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (8/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

229

AUM (Assets Under Management)

$278,715,447

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
07/14/2026Cover PageReport
10/23/2025Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
MILLENNIAL WEALTH
MILLENNIAL WEALTH

IGNITE FINANCIAL PLANNING | MILLENNIAL WEALTH LLC | MILLENNIAL WEALTH

CRD#: 289970 / SEC#: 801-129376
RIA
Registered Investment Advisory firm - SEC (1/17/2024 Approved)
Alaska
Registered Investment Advisory firm - Alaska (12/31/2018 Terminated)
California
Registered Investment Advisory firm - California (2/17/2024 Terminated)
New York
Registered Investment Advisory firm - New York (1/18/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (1/18/2024 Terminated)
Washington
Registered Investment Advisory firm - Washington (2/20/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Texas
(3/14/2022)
IAR
Washington
(7/12/2021)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Jamieson Blaine Hopp's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Jamieson

  • Education Funding
  • Retirement Planning
  • Business Services
  • Tax Planning
  • Financial Planning
  • Investment Management
  • Cashflow & Budgeting

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Jamieson Blaine Hopp
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