Best Investors Account Sign in

Jeffrey William Bopp

Steward Partners Investment Advisory, LLC

Dallas, TX

Stamford, CT

Southlake, TX

Claim This Profile
Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-01-29
TX RA APPROVED 2023-03-20
  • LA RA
    APPROVED
    Since 2024-01-29
  • TX RA
    APPROVED
    Since 2023-03-20

Branch Locations

1920 Mckinney Avenue Suite 1150, Dallas, TX 75201 • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Southlake, TX • 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
Cambridge Investment Research Advisors Inc Fairfield IA 01/2015 03/2023
Self Employed Southlake TX 08/2008 02/2017
Steward Partners Investment Advisory, Llc Dallas TX 03/2023 Present
Steward Partners Global Advisory, Llc Dallas TX 03/2023 Present
Steward Partners Investment Solutions, Llc Dallas TX 04/2023 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-06-23
S65 Uniform Investment Adviser Law Examination 2015-05-03
  • S63 Uniform Securities Agent State Law Examination
    2023-06-23
  • S65 Uniform Investment Adviser Law Examination
    2015-05-03
Other Names
  • Jeffrey William Bopp
  • Jeffrey W Bopp

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor