Jerrad Popp, financial advisor Avoca IA

Jerrad Popp

CRD Number: 4449658
Current Firm: Primerica Advisors

Jerrad Popp (CRD# 4449658) is an Investment Advisor Representative working at Primerica Advisors in Avoca, IA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Avoca, IA Aug 2001 - Current 22
Primerica Financial Services Avoca, IA Jul 1993 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Jerrad D. Popp
Phone Number: 833-786-0550
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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