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Jason David Stinner

Hopwood Financial Services, Inc.

Vienna, VA

Reston, VA

CRD 6267570

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Employer firm

Hopwood Financial Services, Inc. CRD 127927

$750M regulatory AUM 8 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Hopwood Financial Services, Inc.

10740 Parkridge Blvd. Suite 150, Reston, VA 20191 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-12-13
  • VA RA
    APPROVED
    Since 2024-12-13

Branch Locations

Vienna, VA • United States

10740 Parkridge Blvd. Suite 150, Reston, VA 20191 • 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
Nolan Financial Bethesda MD 10/2013 12/2023
Hopwood Financial Services, Inc. Vienna VA 01/2024 Present
Designations
  • Chartered Financial Analyst
Other Names
  • Jason Stinner

View on SEC IAPD

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