Jeffrey Kropp (CRD# 5107430) is an Investment Advisor Representative working at Sherpa Financial in Hockessin, DE and has over 10 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Hockessin, DE | Jan 2024 - Current | < 1 |
| Patriot Financial Group | West Chester, PA | Sep 2004 - Current | 19 |
| Woodbury Financial Services, Inc. | West Grove, PA | Jun 2016 - Jan 2024 | 7 |
| Market Street Wealth Management, LLC | West Chester, PA | Jan 2011 - Jun 2016 | 5 |
| Usa Financial Securities Corporation | Ada, MI | Feb 2006 - Jun 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- DE
- PA
- TX
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
-
Average Account Value$216,280
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
Sherpa Financial and Woodbury Financial Services Inc. are not affiliated entities.
Securities and Investment Advisory Services offered through Woodbury Financial Services Inc.
Member FINRA, SIPC and Registered Investment Adviser.
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