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Jason Kopp

Crg Wealth, LLC

Clear Lake, MN

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Current Employers
Crg Wealth, Llc

6083 125Th Ave Se, Clear Lake, MN 55319 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-08-22
  • IL RA
    APPROVED
    Since 2022-08-22

Branch Locations

6083 125Th Ave Se, Clear Lake, MN 55319 • 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
Avatar Securities Chicago IL 07/2018 02/2020
Charlie's Philly Steaks Texas City TX 11/2014 07/2017
Unemployed Houston TX 07/2017 01/2018
Gingerman Houston TX 01/2018 06/2018
Crg Wealth, Llc Las Vegas NV 05/2022 Present
N/A N/A XX 03/2020 01/2021
Anderson Advisors Las Vegas NV 02/2021 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-12
S63 Uniform Securities Agent State Law Examination 2001-03-12
  • S65 Uniform Investment Adviser Law Examination
    2022-05-12
  • S63 Uniform Securities Agent State Law Examination
    2001-03-12
Other Names
  • Jason Richard Kopp

View on SEC IAPD

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Other Investors

ERIK ROBERT DODDS
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LUKE ALEXANDER ZAHM
BRIAN JACKIE THORSTEN
KENNETH ALAIN BELLICOT
HALYCON STEPHANIE WASHNIESKI
KIMBERLY MARIE FOSTER
CHRISTOPHER JOHN HASTINGS

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · SAINT CLOUD, MN
LPL FINANCIAL LLC · FOLEY, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Saint Cloud, MN
LPL FINANCIAL LLC · FOLEY, MN
LFA · ST. CLOUD, MN
CETERA INVESTMENT ADVISERS LLC · ST CLOUD, MN
EDWARD JONES · BIG LAKE, MN
PFS INVESTMENTS INC. · MONTICELLO, MN

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