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Jeffrey Kurtis Opie

Advisors Asset Management, Inc.

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About Jeffrey Kurtis Opie

Jeffrey Kurtis Opie is a registered representative and investment advisor representative with Advisors Asset Management, Inc., located in Princeton, NJ. Jeffrey has been in the financial industry since December 2010 and has held prior roles with Incapital Distributors LLC and Incapital LLC. Jeffrey has a strong background in financial and operations management as evidenced by his Series 27, Series 99TO and SIE licenses.

Firm Information

Jeffrey Opie is currently registered with Advisors Asset Management, Inc.. Advisors Asset Management, Inc. is a corporation formed in 2008 and headquartered in Monument, Colorado. The firm provides investment advisory services to individuals, businesses, and pooled investment vehicles. They specialize in portfolio management and serve a wide range of clients including individuals, corporations, investment companies, pension plans, and other investment advisors. The firm is registered with the SEC and in all 50 states and the District of Columbia. Their website and social media presence provide access to their services and resources.
Advisors Asset Management, Inc.

18925 BASE CAMP ROAD

MONUMENT, CO 80132

$3.85B

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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supervisor/evaluator to unit investment trusts

Supervisor/evaluator to unit investment trusts

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Opie’s Registration & Firm History

NJ

11/30/2016 - Present

Advisors Asset Management, Inc. (PRINCETON NJ)

FL

10/19/2011 - 11/30/2016

INCAPITAL DISTRIBUTORS LLC (DELRAY BEACH FL)

IL

12/14/2010 - 11/30/2016

INCAPITAL LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 12/13/2010

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeffrey Kurtis Opie.
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