Jacob Kopczyk
CRD Number: 7382060Current Firm: Raymond James & Associates, Inc.
Compensation Model: Both
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | Weston, FL | Jun 2021 - Current | 2 |
| Tennessee Titans | Nashville, TN | Feb 2020 - Jun 2021 | 1 |
| Tennessee Titans | Nashville, TN | Feb 2019 - Feb 2020 | 1 |
| Tennessee Titans | Nashville, TN | Apr 2017 - Feb 2019 | 1 |
| San Diego State University | San Diego, CA | Oct 2016 - Apr 2017 | < 1 |
| Miami Heat | Miami, FL | Apr 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- FL
- TX
-
Total Assets Under Management350,042MILLIONS
-
Total Number of Accounts992,551ACCOUNTS
-
Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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