Jeffrey Bopp (CRD# 6405858) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Dallas, TX and has over 8 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Solutions, LLC | Dallas, TX | Apr 2023 - Current | 1 |
| Steward Partners Investment Advisory, LLC | Dallas, TX | Mar 2023 - Current | 1 |
| Steward Partners Global Advisory, LLC | Dallas, TX | Mar 2023 - Current | 1 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Jan 2015 - Mar 2023 | 8 |
| Self Employed | Southlake, TX | Aug 2008 - Feb 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2023 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- LA
- TX
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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