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Jeffrey William Bopp

Steward Partners Investment Advisory, LLC

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About Jeffrey William Bopp

Jeffrey Bopp is a financial advisor with Steward Partners Investment Advisory, LLC. Jeffrey has over 15 years of experience in the financial services industry. He is registered with the state of Texas as an Investment Advisor Representative and is also a licensed Series 7TO, Series 63, and Series 65. Jeffrey's areas of expertise include financial planning, portfolio management, and selection of other advisors. He provides personalized financial advice and services to individuals, families, and businesses. Jeffrey is committed to helping clients achieve their financial goals through a comprehensive approach that includes financial planning, investment management, and estate planning.

Firm Information

Jeffrey Bopp is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisor with 354 registered representatives and 254 licensed agents. The firm has a total of 45203 accounts under management with assets totaling $20,433,200,577. Steward Partners Investment Advisory, LLC provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm also offers other advisory services including financial consulting. They serve a variety of client types including charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities.
Steward Partners Investment Advisory, LLC

1920 MCKINNEY AVENUE

DALLAS, TX 75201

$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

TX

03/20/2023 - Present

Steward Partners Investment Advisory, LLC (DALLAS TX)

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Licenses & Designations

BC

Issued 6/23/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 5/3/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 5/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 4/17/2023

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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