John Bopp (CRD# 2991821) is an Investment Advisor Representative working at Key Investment Services LLC in Copake, NY and has over 26 years of experience in the finance industry.
CRD# 4397867
Commonwealth Financial Network
CRD# 5619407
Edward Jones
CRD# 3149349
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Cohoes, NY | May 2019 - Current | 4 |
| Keybank | Copake, NY | Apr 2019 - Current | 5 |
| Wells Fargo Clearing Services LLC | Danbury, CT | Jun 2018 - Jan 2019 | < 1 |
| Scottrade, Inc. | Danbury, CT | Apr 2006 - Mar 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- NY
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Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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