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JORDAN ISAAC KOPELMAN
Jordan I Kopelman, Jordan I. Kopelman, Jordan ISAAC Kopelman, Jordan Kopelman
CRD#: 6741459
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 5311 WESLAYAN ST
HOUSTON, TX 77005
Registration History
20172018201920202021202220232024202520262 FIRMS2017 - 2018 (1 year)2 FIRMS2018 - 2021 (3 years)2 FIRMS2021 - Present (3 years)
License(s)

State Registrations

B
Florida 6/15/2021

B
Texas 5/10/2023

IA
Florida 6/16/2021

IA
Texas 5/10/2023

B
Georgia 6/15/2021

SRO Registrations

B
Cboe BZX Exchange, Inc.

B
Cboe Exchange, Inc.

B
FINRA

B
NYSE American LLC

B
NYSE Arca, Inc.

B
NYSE Chicago, Inc.

B
Nasdaq GEMX, LLC

B
Nasdaq ISE, LLC

B
Nasdaq PHLX LLC

B
Nasdaq Stock Market

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
5311 WESLAYAN ST, HOUSTON, TX 77005
Registered with this firm since 6/16/2021

B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
5311 WESLAYAN ST, HOUSTON, TX 77005
Registered with this firm since 6/15/2021

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
05/10/2018 - 06/02/2021 J.P. MORGAN SECURITIES LLC (CRD#:79) UNIVERSITY PARK, TX
B
05/10/2018 - 06/02/2021 J.P. MORGAN SECURITIES LLC (CRD#:79) UNIVERSITY PARK, TX
IA
03/15/2017 - 03/28/2018 EDWARD JONES (CRD#:250) DALLAS, TX
B
02/22/2017 - 03/28/2018 EDWARD JONES (CRD#:250) DALLAS, TX
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.