Jeffrey Kropp, financial advisor West Chester PA

Jeffrey Kropp

CRD Number: 5107430
Current Firm: Woodbury Financial Services, Inc.
Compensation Model: Both

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.

CONTACT
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Company Name Location Dates Years
Sherpa Financial Hockessin, DE Jun 2016 - Current 3
Woodbury Financial St. Paul, MN Jun 2016 - Current 3
Patriot Financial Group West Grove, PA Sep 2004 - Current 15
Market Street Wealth Management, LLC West Chester, PA Jan 2011 - May 2016 5
Usa Financial Securities Corporation Ada, MI Feb 2006 - May 2016 10
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jul 2006
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Jeffrey M. Kropp
Phone Number: 800-800-2638
Registered State(s):
  • NJ
  • PA
  • MD
  • SC
  • DE
  • NY
By the Numbers
  • Total Assets Under Management
    7,632
    MILLIONS
  • Total Number of Accounts
    45,748
    ACCOUNTS
  • Average Account Value
    $166,823
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Firm Disclaimer:

 

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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BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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