Jonathan
Popp
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Jonathan Popp is a financial advisor who works in Chicago, Illinois with 6 years of relevant experience. Popp currently works for United Planners' Financial Services Of America A Limited Partner. Popp has gained experience at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Sagrado & Stears, Inc, Holy Trinity Catholic Parish, 360Blue Financial Strategies, Jonathan Popp and United Planners' Financial Services Of America. Popp maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois. United Planners' Financial Services Of America A Limited Partner is a financial advisory firm that has its headquarters in Scottsdale, AZ. The company has offices in 209 locations and a total of 567 employees. It handles $6 billion in assets under management across its 50,361 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 83 charitable organizations. Of its 50,361 client accounts, just 10% are associated with high-net-worth clients who have more than $1 million in investable assets. United Planners' Financial Services Of America A Limited Partner offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees depend on which service is provided. Fee types charged by United Planners' Financial Services Of America A Limited Partner can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$6,085,656,351
567
50,361
$120,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jonathan Popp Work History
Jonathan has been registered as a financial advisor for 6 years.*
Jonathan Popp
360Blue Financial Strategies
United Planners' Financial Services Of America
Holy Trinity Catholic Parish
Jonathan Popp
Sagrado & Stears, Inc
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Popp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Planners' Financial Services Of America A Limited Partner
Cypress, CA
Sumner, IA
Cypress, CA
Salisbury, NC
Scottsdale, AZ
Scottsdale, AZ
Ferndale, WA
Matthews, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
