Joseph Jacob Kopczynski
Investment adviser representative at Allworth Financial, L.P.
22 yearsExperience
1 stateRegistered in
$33.6BFirm assets
19 yearsFirm in business
Are you Joseph Jacob Kopczynski? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Allworth Financial, L.P.Jun 2022 to now
- Uasnm, Inc. d/b/a Uas Wealth AdvisorsSep 2004 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1985
State registrations
Registered as an investment adviser representative in 1 state (NM).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1437112
- Firm CRD
- 111167