Jeffrey A. Lopez

RANGE ADVISORY

MCLEAN, VA 22102

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CRD#: 7505474

Professional summary

Jeffrey A Lopez, who also goes by Jeff Lopez, Jeffrey Lopez, is a registered financial advisor currently at RANGE ADVISORY, LLC located in Mclean, Virginia.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jeffrey has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Lopez | Jeffrey Lopez

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.

TAX PREPARATION AS A SOLE PROPRIETOR. NOT INVESTMENT-RELATED. PERSONAL RESIDENCE 7820 ASHTON STREET, ALEXANDRIA, VA 22309. TAX PREPARATION. SOLE-PROPRIETOR. START DATE 01/01/2020. 40 HOURS SPENT/MONTH, 0 HOURS DURING TRADING HOURS. PREPARE TAX FORMS FOR INDIVIDUALS AND BUSINESSES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey A Lopez's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 11, 2024 - Present

RANGE ADVISORY, LLC

Office #1: 8270 Greensboro Drive Suite 910, Mclean, VA 22102

RIA

CRD#: 321969

MCLEAN, VA

Past

February 10, 2022 - July 18, 2022

TITLEIST CAPITAL, LLC

RIA

CRD#: 126136

Corbin, KY

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".

RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA

Registered Investment Advisory firm - (6/23/2022 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(1/11/2024)

IAR

Texas
(1/11/2024)

IAR

Virginia
(1/11/2024)

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

Current Firm

RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA

Registered Investment Advisory firm - (6/23/2022 Approved)

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Contact information

Main Address

8270 Greensboro Drive Suite 910, Mclean, VA 22102

Mailing Address

440 Monticello Ave Ste 1802 Pmb 32321, Norfolk, VA 23510-2670

Phone number

(703) 261-4126

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RANGE ADVISORY ADV BROCHURE AUGUST 2025 (8/5/2025)

Regulatory assets under management

Total Number of Accounts	1,236
AUM (Assets Under Management)	$ 268,976,800

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.

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Jeffrey A. Lopez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey A Lopez's CRS (Customer Relationship Summary).

Certified licenses

Experience

RANGE ADVISORY, LLC

TITLEIST CAPITAL, LLC

Primary Firm SEC Registration

RANGE ADVISORY, LLC

State Registrations and Notice Filings

Exams

Current Firm

RANGE ADVISORY, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RANGE ADVISORY, LLC

TRUST BUT VERIFY

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