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James William Kopas

Pring Turner

Alamo, CA

CRD 5863675

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Employer firm

Pring Turner CRD 110931

$262M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Pring Turner

3195 Danville Blvd Ste 8, Alamo, CA 94507-1970 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-12
  • CA RA
    APPROVED
    Since 2025-12-12

Branch Locations

3195 Danville Blvd Ste 8, Alamo, CA 94507 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pring Turner Capital Group, Inc. Walnut Creek CA 01/2009 Present
  • 01/2009 → Present
    Pring Turner Capital Group, Inc.
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-11
  • S65 Uniform Investment Adviser Law Examination
    2011-01-11
Other Names
  • Jim Kopas

View on SEC IAPD

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