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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kopp is a financial advisor at CRG Wealth, LLC, a firm with offices in Las Vegas, Nevada. Jason is licensed to provide investment advice in Illinois. He specializes in providing financial planning, portfolio management, and other advisory services for individuals, families, and businesses. Jason also offers financial coaching and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
On-going financial planning/ financial coaching
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NV
08/22/2022 - Present
CRG Wealth, LLC (LAS VEGAS NV)
NY
07/03/2018 - 02/28/2020
AVATAR SECURITIES, LLC (NEW YORK NY)
IL
02/18/2004 - 08/29/2005
GREAT POINT CAPITAL LLC (CHICAGO IL)
GA
03/12/2001 - 07/30/2001
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2018
Series 57 - Securities Trader Exam
BC
Issued 03/03/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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