Jason Kopp

Employer firm

Crg Wealth, LLC CRD 300615

$1.53M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 07/2018 → 02/2020
  Avatar Securities
  Chicago, IL
• 11/2014 → 07/2017
  Charlie's Philly Steaks
  Texas City, TX
• 07/2017 → 01/2018
  Unemployed
  Houston, TX
• 01/2018 → 06/2018
  Gingerman
  Houston, TX
• 05/2022 → Present
  Crg Wealth, Llc
  Las Vegas, NV
• 03/2020 → 01/2021
  N/A
  N/A, XX
• 02/2021 → Present
  Anderson Advisors
  Las Vegas, NV

Other Businesses

We own a two unit building that we reside in and rent out the other unit. Gross rental income is $25,200 annually. No commissions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-12
• S63 Uniform Securities Agent State Law Examination
  2001-03-12

Other Names

• Jason Richard Kopp