Jared Copinga, financial advisor Draper UT
93 score

Jared Copinga

CRD Number: 3185621
Current Firm: The Mutual Fund Store

Jared Copinga (CRD# 3185621) is an Investment Advisor Representative working at The Mutual Fund Store in Draper, UT and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Tmfs Advisors, LLC Draper, UT Jul 2016 - Current < 1
Tmfs National Iii, LLC Draper, UT Apr 2015 - Jun 2016 1
Tdameritrade Inc. Salt Lake City, UT Jul 2007 - Apr 2015 7
First Heartland Capital Inc. Lake St. Louis, MO Apr 2007 - May 2007 < 1
Usa Financial Securities Corporation Ada, MI Jun 2003 - Apr 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Jun 2000
Contact Info for Jared H. Copinga
Phone Number: 913-319-8100
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    8,138
    MILLIONS
  • Total Number of Accounts
    69,645
    ACCOUNTS
  • Average Account Value
    $116,844
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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