Justin N. Chopp
STRATEGIC ADVISERS LLC | Financial Consultant
ADA, MI
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CRD#: 6829118
Professional summary
Justin Nathaniel Chopp, CFP®, who also goes by Justin Nathaniel Chopp, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ada, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Grand Rapids, Michigan.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Justin has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
As a Financial Professional, I partner with individuals and families to co-create and implement customized financial plans that align with their personal goals. I strive to provide comfort and confidence for my clients by leading with education, trust, and integrity. Supported by one of the largest financial service providers, I am able to assist clients in making sound investment decisions to improve their financial situation.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Education Planning
Investment Planning
Retirement Income Management
Insurance Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Justin Nathaniel Chopp
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 Justin Nathaniel Chopp'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: 2022
Education
Grand Valley State University
Bachelor of Business Administration - Finance and Marketing
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3480 28th Street Se The Corner Shops At Woodland, Grand Rapids, MI 49512-1602RIA
CRD#: 104555
ADA, MI
Current
November 7, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3480 28th Street Se The Corner Shops At Woodland, Grand Rapids, MI 49512BD
CRD#: 7784
Grand Rapids, MI
Past
July 10, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GRAND RAPIDS, 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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.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
Arizona(6/22/2021)
RR
California(8/13/2021)
RR
Florida(6/4/2021)
RR
Georgia(6/18/2020)
RR
Illinois(6/18/2020)
RR
Indiana(5/10/2023)
RR
Kansas(6/22/2021)
RR
Kentucky(6/22/2021)
RR
Massachusetts(6/22/2021)
RR
Michigan(4/4/2018)
IAR
Michigan(3/31/2025)
RR
Minnesota(6/4/2021)
RR
Nevada(10/8/2021)
RR
New Jersey(6/22/2021)
RR
New York(7/14/2020)
RR
Ohio(3/8/2022)
RR
Oklahoma(9/13/2024)
RR
South Carolina(10/22/2025)
RR
Texas(6/18/2020)
IAR
Texas(3/31/2025)
RR
Virginia(7/21/2022)
RR
Washington(6/22/2021)
RR
Wisconsin(6/22/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Ada, MITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
