Jared Hendrik Copinga

Current Employers

Employment History

• 07/2016 → 11/2016
  Tmfs Advisors, Llc
  Draper, UT
• 11/2016 → 11/2024
  Financial Engines Advisors L.L.C.
  Salt Lake City, UT
• 11/2024 → Present
  Prime Capital Financial Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2016-11-30 → 2024-12-06
  Edelman Financial Engines
  Draper, UT
  Salt Lake City, UT
  Salt Lake City, UT
• 2016-07-06 → 2016-11-30
  Financial Engines Advisor Center, Llc
  Draper, UT
  Overland Park, KS
• 2015-04-20 → 2016-07-18
  The Mutual Fund Store
  Draper, UT
  Scottsdale, AZ
• 2007-09-05 → 2015-04-17
  Td Ameritrade, Inc.
  Draper, UT
  Salt Lake City, UT
• 2007-09-05 → 2015-04-17
  Td Ameritrade Investment Management, Llc
  Draper, UT
  Salt Lake City, UT
• 2007-04-25 → 2007-07-06
  First Heartland Consultants, Inc.
  Grand Rapids, MI
• 2003-11-10 → 2007-04-04
  Usa Financial Securities Llc
  Ada, MI
  Ada, MI
  Springfield, VT
  Latrobe, PA
  Franklin Lakes, NJ
  North Mankato, MN
  Federal Way, WA
  Erie, PA
  Chattanooga, TN
  Green Bay, WI
  San Diego, CA
  Saint Louis Park, MN
  Suwanee, GA
  Grand Rapids, MI
  San Ramon, CA
  Greenfield, MA
  Chambersburg, PA
  Simi Valley, CA
• 2000-07-03 → 2003-06-19
  Waddell & Reed
  Salt Lake City, UT

Other Businesses

1) PCRM, LLC DOING BUSINESS AS PRIME CAPITAL RISK MANAGEMENT, INVESTMENT RELATED, 6201 COLLEGE BLVD - SUITE #150, OVERLAND PARK KS 66211, FIXED INSURANCE PRODUCTS, INSURANCE AGENT, 10 HRS / MONTH, START DATE 11/08/2024, 10 HOURS /MONTH DURING TRADING, SALE AND SERVICE OF FIXED INSURANCE PRODUCTS, INCLUDING THROUGH NON-AFFILIATED INSURANCE MARKETING ORGANIZATIONS (IMOs) 2) CHHSZ HOLDINGS, LLC, INVESTMENT RELATED, 6201 COLLEGE BLVD STE#150 OVERLAND PARK KS 66211, PARTNER, 11/2024 CHHSZ HOLDINGS LLC IS A LIMITED LIABILITY COMPANY "LLC" FORMED IN OCTOBER 2019 UNDER THE LAWS OF THE STATE OF DELAWARE. CHHSZ HOLDINGS LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENT ADVISORS, LLC (PCIA), A REGISTERED INVESTMENT ADVISOR. MEMBER PROVIDES ADVISORY SERVICES AS AN IRA OF PCIA, <1 HR /MONTH, <1 HR / MONTH DURING TRADING 3) Jared Copinga serves as Club Director of Grenadier Owners Club Utah, a 501(c)(7) nonprofit hobby club for Ineos Grenadier owners in Utah. His duties include organizing events, promotional activities, and administrative coordination. He has limited check-writing and deposit authority for merchandise and event payments, with no trading or investment authority. The role requires approximately 4.3 hours per month outside business hours, is uncompensated, involves no firm clients, and no referral or incentive fees are received.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-19
• S63 Uniform Securities Agent State Law Examination
  1999-03-02