Jonathan Popp
CRD Number: 4970839Current Firm: United Planners' Financial Services Of America A Limited Partner
Jonathan Popp (CRD# 4970839) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Chicago, IL and has over 17 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Uber/lyft | Westmont, IL | Mar 2024 - Current | < 1 |
| Jonathan Popp | Westmont, IL | Jul 2020 - Current | 4 |
| Jonathan Popp | Hinsdale, IL | Jul 2020 - Current | 4 |
| United Planners' Financial Services Of America | Scottsdale, AZ | Sep 2017 - Current | 6 |
| Holy Trinity Catholic Parish | Westmont, IL | Jun 2013 - Jul 2023 | 10 |
| 360blue Financial Strategies | Hinsale, IL | Sep 2017 - Dec 2021 | 4 |
| Various Insurance Carriers For W & R Insurance Agencies | Willowbrook, IL | Sep 2006 - Sep 2017 | 11 |
| Waddell & Reed, Inc. | Oakbrook, IL | Aug 2006 - Sep 2017 | 11 |
| Sagrado & Stears, Inc. | Western Springs, IL | Feb 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- IL
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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