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Michael Jason Dopazo

Strategic Wealth Solutions LLC

Middletown, NJ

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Current Employers
Strategic Wealth Solutions Llc

Middletown, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
NY RA APPROVED 2021-10-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NY RA
    APPROVED
    Since 2021-10-01

Branch Locations

Middletown, NJ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Bridgewater NJ 08/2014 11/2016
Mml Investors Services Bridgewater NJ 11/2014 11/2016
Jarred Bunch Consulting (Dba Invst, Llc) Red Bank NJ 06/2017 07/2022
Mml Investor Services Llc Tinton Falls NJ 11/2014 11/2016
Invst Llc Lincroft NJ 07/2017 06/2021
Strategic Wealth Solutions Llc Lincroft NJ 06/2021 Present
Unemployed Lincroft NJ 01/2017 06/2017
  • 08/2014 → 11/2016
    Mass Mutual
    Bridgewater, NJ
  • 11/2014 → 11/2016
    Mml Investors Services
    Bridgewater, NJ
  • 06/2017 → 07/2022
    Jarred Bunch Consulting (Dba Invst, Llc)
    Red Bank, NJ
  • 11/2014 → 11/2016
    Mml Investor Services Llc
    Tinton Falls, NJ
  • 07/2017 → 06/2021
    Lincroft, NJ
  • 06/2021 → Present
    Lincroft, NJ
  • 01/2017 → 06/2017
    Unemployed
    Lincroft, NJ
Previous Registrations
Other Businesses

(1)NAME:MICHAEL DOPAZO, INV REL: Y ADDR: WEST 50TH ST BAYONNE NJ 07002, NATURE:LIFE, POSITION:SALES, START:5/1/2012, NO HR/MO:3 NO HR/MO DUR TRADING:3. (2)NAME:MICHAEL DOPAZO, INV REL: Y ADDR:18 WEST 50TH ST BAYONNE NJ, NATURE: SIMPLE RENTAL PROPERTY, POSITION:OWNER, START:9/1/2014, NO HR/MO:5 NO HR/MO DUR TRADING:0. (3)NAME:MICHAEL DOPAZO, INV REL: Y ADDR:18 WEST 50TH BAYONNE NJ 07002, NATURE:GROUP HEALTH, POSITION:SALES, START:10/10/2014, NO HR/MO:4 NO HR/MO DUR TRADING;2. I am a general agent with Ohio National Life insurance company earning commisions from the sale of life insurance products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-02
S63 Uniform Securities Agent State Law Examination 2004-10-07
  • S65 Uniform Investment Adviser Law Examination
    2016-09-02
  • S63 Uniform Securities Agent State Law Examination
    2004-10-07

View on SEC IAPD

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