James Hoppe, financial advisor Greenwood Village CO

James Hoppe

CRD Number: 4305199
Current Firm: Advised Assets Group, LLC

James Hoppe (CRD# 4305199) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Gwfs Equities, Inc. Andover, MA Aug 2015 - Current 6
Citizens Bank Concord, NH Sep 2014 - Jun 2015 < 1
Unemployed Manchester, NH Mar 2014 - Aug 2014 < 1
Unemployed Manchester, NH Mar 2014 - Aug 2014 < 1
Earthlink Business Burlington, MA Nov 2011 - Feb 2014 2
Earthlink Business Burlington, MA Nov 2011 - Feb 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2015
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for James D. Hoppe
Phone Number: 833-301-9355
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    83,076
    MILLIONS
  • Total Number of Accounts
    96,580
    ACCOUNTS
  • Average Account Value
    $860,178
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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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