James Bope, financial advisor Newark OH

James Bope

CRD Number: 1877049
Current Firm: Group 4 Investment Advisors

James Bope (CRD# 1877049) is an Investment Advisor Representative working at Group 4 Investment Advisors in Newark, OH and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Group 4 Investment Advisors Newark, OH Feb 1998 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Nov 2002
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James H. Bope
Phone Number: 740-366-5001
Registered State(s):
  • OH
Current Firm Details
Group 4 Investment Advisors
Firm's CRD Number: 120732
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $97,926
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

OH

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