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Jessie Kopp is a registered investment advisor representative at Fourstar Wealth Advisors, LLC. Jessie has been working in the financial services industry since 2019. Jessie holds a Series 65 license, and is registered in Illinois. Jessie specializes in working with high-net-worth individuals, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and individuals other than high-net-worth. Jessie is also registered with Fourstar Wealth Advisors, LLC and has been with the firm since November 2024.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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IL
12/10/2024 - Present
Fourstar Wealth Advisors, LLC (CHICAGO IL)
Active
Inactive
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