Jeremy Dopp, financial advisor Mesa AZ
81 score

Jeremy Dopp

CRD Number: 4599469
Current Firm: Bcj Capital Management

Jeremy Dopp (CRD# 4599469) is an Investment Advisor Representative working at Bcj Capital Management in Mesa, AZ and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Bcj Capital Management Scottsdale, AZ Jun 2016 - Current < 1
Regal Investment Advisors Kentwood, MI Dec 2014 - Current 2
Security First Financial Mesa, AZ Jun 2013 - Current 3
Secure Investment Management Tucson, AZ Jun 2014 - Dec 2014 < 1
Allegis Investment Advisors, LLC Idaho Falls, ID Feb 2013 - Jun 2014 1
Safe Money Group Farmington, UT Dec 2011 - Jun 2013 1
Family Wealth Advisors Farmington, UT Mar 2012 - Jan 2013 < 1
Empowered Wealth Group Bountiful, UT Jan 2010 - Dec 2011 1
Lasting Enterprises Syracuse, UT Jun 2006 - Nov 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Mar 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jeremy O. Dopp
Phone Number: (480) 483-1510
Registered State(s):
  • AZ
  • UT
By the Numbers
  • Total Assets Under Management
    337
    MILLIONS
  • Total Number of Accounts
    2,249
    ACCOUNTS
  • Average Account Value
    $149,741
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, ID, NV, OR, TX, UT, VA, WA

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BADGES
81

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