Jeremy Orson Dopp

Employer firm

Iams Wealth Management, LLC CRD 286085

$397M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → Present
  Security First Financial
  Mesa, AZ
• 06/2016 → 01/2023
  Bcj Capital Management
  Scottsdale, AZ
• 01/2023 → Present
  Iams Wealth Management
  Omaha, NE
• 01/2021 → Present
  Legacy Lock. Llc
  Mesa, AZ
• 08/2025 → Present
  Simple Estate Docs, Llc
  Mesa, AZ
• 01/2021 → Present
  The Producer Alliance
  Mesa, AZ
• 10/2025 → Present
  Macro Planning Group
  Farmington, UT

Previous Registrations

• 2016-06-02 → 2023-01-11
  Trek Financial
  Mesa, AZ
  Scottsdale, AZ
• 2015-01-06 → 2016-06-03
  Regal Investment Advisors Llc
  Mesa, AZ
  Kentwood, MI
• 2014-08-20 → 2015-01-06
  Secure Investment Management, Llc
  Mesa, AZ
  Tucson, AZ
• 2013-02-13 → 2014-06-18
  Allegis Investment Advisors, Llc
  Kaysville, UT
  Idaho Falls, ID
• 2012-03-29 → 2013-01-29
  Family Wealth Advisors
  Farmington, UT

Other Businesses

SECURITY FIRST FINANCIAL, NON-INVESTMENT RELATED BUSINESS, 1234 S. POWER RD., #101, MESA, AZ 85206, ANNUITY/INSURANCE RELATED BUSINESS, MANAGER/LICENSED AGENT/PRODUCER, START DATE - 06/2013 - PRESENT, 40 HOURS PER WEEK DURING NON-TRADING HOURS. Legacy Lock, LLC, Partner, Non-Investment Related, Provide estate planning software to financial industry professionals, Mesa, AZ, 20 hours per month SIMPLE ESTATE DOCS, LLC, Partner, Non-Investment Related, Provide estate planning software to financial industry professionals, Mesa, AZ, 10 hours per month The Producers Alliance, Partner, Non-Investment Related, Assists other insurance salespersons and organizations with insurance marketing and sales. Mesa, AZ, 10 hours per month Macro Planning Group, Owner/Operations, 140 North Union Ave. Suite 220, Farmington, UT 84025, Help facilitate referrals from client appointments on different services such as estate planning, insurance and retirement planning. 10 hours per month, 7 hours are during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-28
• S63 Uniform Securities Agent State Law Examination
  2003-01-14