JK
JK

Jason Kopp

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
7 clients
Average Client Portfolio
$442K average
Assets Under Management
$3.1M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.00%
$100K - $250K1.75%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3225 Mcleod Drive, Suite 101, Las Vegas, NV, 89121

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jason owns a two-unit building, residing in one unit and renting out the other. The gross rental income is $25,200 annually.

Employment History
Current Registrations
Crg Wealth, LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Avatar Securities, LLCBroker
July 2018 - February 2020 · 1 yr 7 mos
Great Point Capital LLCBroker
February 2004 - August 2005 · 1 yr 6 mos
PFS Investments INC.Broker
March 2001 - July 2001 · 4 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Jason Kopp - Financial Advisor | TrueAdvisor