Jack William Poppenberger

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2025 → Present
  Raymond James Financial Services, Inc.
  Pheonix, AZ
• 09/2025 → Present
  Desert Financial Credit Union
  Phoenix, AZ
• 08/2024 → 02/2025
  Lowes
  Chandler, AZ
• 01/2024 → 05/2024
  Sodexo
  Yuma, AZ
• 01/2024 → 05/2024
  Arizona Western College
  Yuma, AZ
• 06/2020 → 10/2022
  Pennymac Loan Services, Llc
  Phoenix, AZ
• 10/2019 → 06/2020
  Direct Federal Credit Union
  Needham, MA
• 02/2019 → 08/2019
  Trinity Solar
  Franklin, MA
• 12/2022 → 11/2023
  Entre Institute
  Saint George, UT
• 05/2024 → 08/2024
  Pilkington Construction Co.
  Yuma, AZ
• 09/2018 → 02/2019
  L.L. Bean
  Burlington, VT
• 08/2017 → 12/2018
  Arizona State University
  Tempe, AZ
• 06/2018 → 08/2018
  The Beachcomber Of Welfleet
  Wellfleet, MA
• 03/2015 → 06/2018
  The Adirondack Club
  Franklin, MA
• 10/2024 → 09/2025
  Desert Financial Credit Union
  Gilbert, AZ
• 01/2026 → Present
  Raymond James Financial Services Advisors, Inc
  Phoenix, AZ

Other Businesses

(1)Name of Business: Desert Financial Wealth Management Address: 148 N 48th St Fl 5, Phoenix, AZ, 85034-1900, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/08/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assistant to Financial Advisors

Exams

• S66 Uniform Combined State Law Examination
  2026-01-16