IP
Ionatan Pop
EMERSON EQUITY LLC
Roseville, CA
Some features on this profile are disabled
CRD#: 7441333
IP
Professional summary
Ionatan Pop, who also goes by John Pop, Jonathan Pop, is a registered financial advisor currently at EMERSON EQUITY LLC located in Roseville, California.
Ionatan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Ionatan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Pop | Jonathan Pop
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.
1) INSURANCE BROKERAGE VIA TARKENTON FINANCIAL-INVESTMENT RELATED, 3340 PEACHSTREE ROAD, NE STE 2300 ATLANTA, GA 30326, INSURANCE BROKERAGE-FIXED ANNUITIES, LIFE INSURANCE, DISABILITY, LONG TERM CARE, BROKER, SALES OF FIXED INSURANCE AND FIXED ANNUITIES, 150 HRS PER MONTH, 0 HRS PER MONTH DURING SECURITIES TRADING HOURS, 07/2025 2) DIAMOND MOUNTAIN FINANCIAL, LLC-INVESTMENT RELATED, 8351 PINTO GRIGIO ST. ROSEVILLE, CA 95747, DBA MARKETING VEHICLE THROUGH WHICH INVESTMENT RELATED BUSINESS IS DONE THROUGH EMERSON EQUITY LLC., FOUNDER AND PARTNER, ORGANIZING BUSINESS INCOME AND EXPENSES DERIVED FROM EMERSON EQUITY COMPENSATION., 160 HRS PER MONTH, DBA ONLY WILL NOT TAKE ADDITIONAL TIME AWAY FROM CONDUCTING BUSINESS WITH EMERSONE EQUITY LLC., 07/2025
CRS (Client Relationship Summary) - RIA
Click below to view Ionatan Pop's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Ionatan Pop'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
August 14, 2025 - Present
EMERSON EQUITY LLC
RIA
BD
CRD#: 130032
Roseville, CA
Current
August 14, 2025 - Present
EMERSON EQUITY LLC
Office #1: 155 Bovet Road, Suite 725, San Mateo, CA 94402Office #2: 9940 Research Drive Suite 200, Irvine, CA 92618RIA
BD
CRD#: 130032
SAN MATEO, CA
Past
February 6, 2023 - August 20, 2025
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
SAN RAMON, CA
Past
February 6, 2023 - August 20, 2025
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
SAN RAMON, CA
Past
October 7, 2022 - December 14, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Pleasant Ridge, MI
Past
July 15, 2022 - December 14, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Pleasant Ridge, 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".
EE
EMERSON EQUITY LLC
EMERSON EQUITY LLC
CRD#: 130032 / SEC#: 801-120835, 8-66296
RIA
Registered Investment Advisory firm - SEC (4/16/2021 Approved)California
Registered Investment Advisory firm - SEC (5/11/2023 Terminated)Colorado
Registered Investment Advisory firm - SEC (4/19/2023 Terminated)Nevada
Registered Investment Advisory firm - SEC (5/11/2023 Terminated)New York
Registered Investment Advisory firm - SEC (9/21/2021 Terminated)North Carolina
Registered Investment Advisory firm - SEC (4/12/2023 Terminated)Ohio
Registered Investment Advisory firm - SEC (4/11/2023 Terminated)Texas
Registered Investment Advisory firm - SEC (4/11/2023 Terminated)Virginia
Registered Investment Advisory firm - SEC (2/14/2022 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (11/16/2022 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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(8/14/2025)
RR
California(8/14/2025)
IAR
California(8/14/2025)
RR
Florida(8/14/2025)
RR
Idaho(8/14/2025)
RR
Illinois(8/14/2025)
IAR
Illinois(8/14/2025)
RR
Indiana(8/14/2025)
RR
Maryland(10/5/2025)
RR
Michigan(8/14/2025)
IAR
Michigan(8/14/2025)
RR
Nevada(10/29/2025)
RR
New York(8/14/2025)
RR
Ohio(8/19/2025)
IAR
Ohio(8/21/2025)
RR
Pennsylvania(8/14/2025)
RR
Tennessee(8/14/2025)
RR
Texas(8/14/2025)
IAR
Texas(8/14/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/15/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EE
EMERSON EQUITY LLC
EMERSON EQUITY LLC
CRD#: 130032 / SEC#: 801-120835, 8-66296
RIA
Registered Investment Advisory firm - SEC (4/16/2021 Approved)California
Registered Investment Advisory firm - SEC (5/11/2023 Terminated)Colorado
Registered Investment Advisory firm - SEC (4/19/2023 Terminated)Nevada
Registered Investment Advisory firm - SEC (5/11/2023 Terminated)New York
Registered Investment Advisory firm - SEC (9/21/2021 Terminated)North Carolina
Registered Investment Advisory firm - SEC (4/12/2023 Terminated)Ohio
Registered Investment Advisory firm - SEC (4/11/2023 Terminated)Texas
Registered Investment Advisory firm - SEC (4/11/2023 Terminated)Virginia
Registered Investment Advisory firm - SEC (2/14/2022 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (11/16/2022 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information
Main Address
155 Bovet Road, Suite 725, San Mateo, CA 94402
Mailing Address
155 Bovet Road, Suite 725, San Mateo, CA 94402
Phone number
(650) 312-0200
Established
California since 10/10/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
222
SEC notice filing (32 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 1,091 |
| AUM (Assets Under Management) | $ 327,937,701 |
Disclosures
| Regulatory Event | 2 |
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.
