Jacob R. Kopycinski
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jacob Robert Kopycinski, who also goes by Jacob Kopycinski, was a registered financial professional .
Jacob is a previously registered financial professional and started their career in finance in 2023. Jacob had worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 13, 2023 - December 1, 2023
FORUSALL
Primary Firm SEC Registration
FORUSALL
CRD#: 167241 / SEC#: 801-77865
State Registrations and Notice Filings
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Current Firm
FORUSALL
CRD#: 167241 / SEC#: 801-77865
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 46,824 |
| AUM (Assets Under Management) | $ 1,337,900,000 |
Red Flags
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