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Jeffrey William Bopp

Steward Partners Investment Advisory, LLC

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About Jeffrey William Bopp

Jeffrey William Bopp is an investment advisor representative with Steward Partners Investment Advisory, LLC. Jeffrey Bopp is licensed in 32 states and has been in the industry since 2015. He has a strong background in providing financial consulting, financial planning, and pension consulting. He has also been involved in selection of other advisors and portfolio management for individuals. Jeffrey Bopp is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Jeffrey Bopp is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisory firm with approximately $20.43 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Steward Partners Investment Advisory, LLC has 354 registered representatives and serves a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. They are headquartered in New York, NY.
Steward Partners Investment Advisory, LLC

140 E. 45TH STREET

NEW YORK, NY 10017

$20.43B

Assets Under Management

21,758

Total Clients

356

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jeffrey Bopp’s Registration & Firm History

NY

03/20/2023 - Present

Steward Partners Investment Advisory, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/23/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/03/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey William Bopp.
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