JP
JP

Jeremy Popper

13 Years of Experience
Broker

Jeremy Popper is a registered investment advisor at Halo Investment Services, LLC, based in Manhasset, NY, with 13 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
21 advisors
IM Fee
Planning only
Assets Under Management
$32.6M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1129 Northern Blvd., Suite 404, Manhasset, NY, 11030

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Halo Investment Services, LLC
January 2026 - Present · 3 mos
Halo Securities, LLC
October 2018 - Present · 7 yrs 6 mos
Halo Securities, LLCBroker
October 2018 - Present · 7 yrs 6 mos
Previous Registrations
Advisors Asset Management, INC.Broker
October 2016 - September 2018 · 1 yr 11 mos
Incapital Distributors LLCBroker
February 2015 - August 2016 · 1 yr 6 mos
Incapital LLCBroker
August 2014 - August 2016 · 2 yrs
Dws Investments Distributors, INCBroker
November 2012 - June 2014 · 1 yr 7 mos
State Registrations4 states
GAILTXUT
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.
Jeremy Popper - Financial Advisor | TrueAdvisor