Jeremy Michel Klopper

Employer firm

Comprehensive Wealth Services, LLC CRD 147372

$91.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 01/2025 → Present
  Generational Wealth Planning, Llc Dba Comprehensive Wealth Servi
  Morristown, NJ
• 05/2004 → 01/2025
  Comprehensive Wealth Services, Llc
  Randolph, NJ

Previous Registrations

• 2008-06-24 → 2025-01-17
  Comprehensive Wealth Services, Llc
  Randolph, NJ
• 2004-07-01 → 2009-07-01
  Comprehensive Wealth Solutions, Llc
  Short Hills, NJ
• 2002-06-12 → 2004-07-12
  Pricewaterhousecoopers Investment Advisers Llc
  Florham Park, NJ

Other Businesses

Tax preparation / Seasonal / ______ hours per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-06
• S63 Uniform Securities Agent State Law Examination
  1994-04-25

Other Names

• Jeremy Mitchell Klopper
• Jeremy Mitchell Klopper