Jorjio A. Hopkins

Employer firm

Compound Wealth, Advisory And Tax LLC CRD 337358

$42.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2020 → 01/2026
  Mlg Capital
  Brookfield, WI
• 01/2019 → 09/2020
  Full Faith Capital
  Waukesha, WI
• 09/2018 → 01/2020
  Jx Enterprises
  Hartland, WI
• 08/2014 → 08/2018
  United States Marine Corps (Active Duty)
  Various, CA
• 09/2018 → 07/2022
  United States Marine Corps (Reserves)
  Various, WI
• 01/2026 → Present
  Compound Wealth, Advisory And Tax Llc
  Brookfield, WI
• 03/2025 → 01/2026
  North Capital Private Securities Corporation
  Brookfield, WI

Other Businesses

1. CREAM Community Development LLC Investment-Related: Yes Address: 2906 Marketplace Dr, Madison, WI 53719 Nature of Business: Private partnership focused on managing an existing real estate investment. Position/Title: Partner Start Date: June 2022 Hours/Month: ~2 hours/month Hours During Securities Trading Hours: 0 hours/month Duties: Managing existing portfolio of real estate. 2. Cordon Development Group (501c3) Investment-Related: No (because it's a tax exempt non-profit) Address: W277N7124 Millpond Way, Hartland, WI 53029 Nature of Business: Nonprofit Affordable Housing Development Firm focused on providing affordable housing projects for military veterans. Position/Title: President & Co-Founder Start Date: May 2023 Hours/Month: ~5 hours/month Hours During Securities Trading Hours: 0 hours/month Duties: Overseeing strategic direction, managing project, managing partnerships, & financial management. 3. Motivated to Succeed LLC Investment-Related: No Address: W277N7124 Millpond Way, Hartland, WI 53029 Nature of Business: Digital media business with monetization through ads, affiliate marketing, merchandise, digital products, and consulting services. Position/Title: Co-Owner Start Date: January 2025 Hours/Month: ~1 hour/month Hours During Securities Trading Hours: 0 hours/month Duties: Provide strategic direction for the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-09
• S63 Uniform Securities Agent State Law Examination
  2025-03-13

Other Names

• Jorjio Hopkins