JH
JH

Jeffrey Hopp

40 Years of Experience
Harrisburg, PA
5 DisclosuresBroker

Jeffrey Hopp is a registered investment advisor at Ameriprise Financial Services, LLC, based in Harrisburg, PA, with 40 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Harrisburg, PA

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2018
Customer Dispute
August 2011
Settled
Customer Dispute
December 2002
Denied
Customer Dispute
January 1999
Settled
Customer Dispute
December 1994
Settled
Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2025 - Present · 1 yr 7 mos
Ameriprise Financial Services, LLCBroker
March 2025 - Present · 1 yr 7 mos
Ameriprise Financial Services, LLC
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Wells Fargo Advisors
July 2007 - March 2025 · 17 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
March 2007 - March 2025 · 18 yrs
UBS Financial Services INC.Broker
January 2001 - April 2007 · 6 yrs 3 mos
Salomon Smith Barney INC.Broker
October 1994 - February 2001 · 6 yrs 4 mos
Shearson Lehman Hutton INC.Broker
April 1988 - May 1988 · 1 mo
Prudential Securities IncorporatedBroker
March 1988 - December 1994 · 6 yrs 9 mos
E. F. Hutton & Company INCBroker
April 1986 - April 1988 · 2 yrs
State Registrations5 states
FLNCNJPAVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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