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Jeremy Michel Klopper

Comprehensive Wealth Services, LLC

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About Jeremy Michel Klopper

Jeremy Klopper is an investment advisor representative at Comprehensive Wealth Services, LLC, based in Randolph, NJ. Jeremy has been in the financial services industry since 1993 and is registered in New Jersey. Comprehensive Wealth Services, LLC specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm is a registered investment advisor and manages approximately $87 million in assets for 150 clients.

Firm Information

Jeremy Klopper is currently registered with Comprehensive Wealth Services, LLC. Comprehensive Wealth Services, LLC is a registered investment advisor with approximately $87.3 million in regulatory assets under management. The firm provides financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm has 3 licensed agents and 3 investment advisor representatives. The firm's clients include high-net-worth individuals and individuals other than high-net-worth individuals.

$87.32M

Assets Under Management

Not reported

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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Jeremy Klopper’s Registration & Firm History

NJ

06/24/2008 - Present

Comprehensive Wealth Services, LLC (RANDOLPH NJ)

NY

02/25/1997 - 01/19/1999

MERCER ALLIED COMPANY, L.P. (COHOES NY)

NJ

01/04/1996 - 01/04/1997

COPELAND EQUITIES, INC. (SOMERSET NJ)

MO

06/05/1995 - 12/18/1995

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NJ

10/27/1993 - 05/24/1995

NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)

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Licenses & Designations

IA

Issued 05/06/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Michel Klopper.
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