Jamieson B. Hopp
MILLENNIAL WEALTH
Seattle, WA
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CRD#: 6801922
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 .
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 closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter.
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Question & Answer
What are your service offerings?
Education Planning
Retirement Planning
Employee and Employer Plan Ben...
Tax Planning
Comprehensive Financial Planni...
Investment Planning
Debt Management
Do you have an area of expertise or specialization?
AUM
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Investment Advice with Ongoing...
Millennials
Novice Investors
What is your minimum asset requirement?
250K
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jamieson Blaine Hopp'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®
CFP®
Start date: 2020
Experience
Current
July 12, 2021 - Present
MILLENNIAL WEALTH
RIA
CRD#: 289970
Seattle, WA
Past
July 2, 2020 - June 16, 2021
VINTAGE FINANCIAL SERVICES LLC
RIA
CRD#: 105271
ANN ARBOR, MI
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
IGNITE FINANCIAL PLANNING | MILLENNIAL WEALTH LLC | MILLENNIAL WEALTH
CRD#: 289970 / SEC#: 801-129376
RIA
Registered Investment Advisory firm - (1/17/2024 Approved)Alaska
Registered Investment Advisory firm - (12/31/2018 Terminated)California
Registered Investment Advisory firm - (2/17/2024 Terminated)New York
Registered Investment Advisory firm - (1/18/2024 Terminated)Texas
Registered Investment Advisory firm - (1/18/2024 Terminated)Washington
Registered Investment Advisory firm - (2/20/2024 Terminated)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
Texas(3/14/2022)
IAR
Washington(7/12/2021)
Exams
Current Firm
MILLENNIAL WEALTH
IGNITE FINANCIAL PLANNING | MILLENNIAL WEALTH LLC | MILLENNIAL WEALTH
CRD#: 289970 / SEC#: 801-129376
RIA
Registered Investment Advisory firm - (1/17/2024 Approved)Alaska
Registered Investment Advisory firm - (12/31/2018 Terminated)California
Registered Investment Advisory firm - (2/17/2024 Terminated)New York
Registered Investment Advisory firm - (1/18/2024 Terminated)Texas
Registered Investment Advisory firm - (1/18/2024 Terminated)Washington
Registered Investment Advisory firm - (2/20/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Fall City, WA
Mailing Address
Phone number
(206) 207-8426
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,292 |
| AUM (Assets Under Management) | $ 203,665,479 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
