Senior VP · Hantz Financial Services, Inc.
Jeffery Harold Soper
CRD 2205971 · Named on Form ADV at one SEC-registered adviser
At a glance
Hantz Financial Services, Inc., an SEC-registered broker-dealer firm based in Southfield, MI with $10.0 billion in regulatory assets, lists Jeffery Harold Soper on its Form ADV as Senior VP, a control person.
Firms and roles
- Hantz Financial Services, Inc.Senior VPBroker-dealer firm · Southfield, MI · $10B in regulatory assets
AtlasMembers
Jeffery’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jeffery’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (15)
- Michael Oras ReidSenior VP, Hantz Financial Services, Inc.
- Renee Ann YarochVp/cfo/finop/principal Operations Officer, Hantz Financial Services, Inc.
- Jamie Miller RacineSenior VP, Hantz Financial Services, Inc.
- John Francis MachcinskiPresident/secretary/chief Compliance Officer, Hantz Financial Services, Inc.
- John Frederick BeebeSenior VP, Hantz Financial Services, Inc.
10 more people named with Jeffery on the same filings, with titles and firms. Free in Atlas with a free account.
See all 15 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffery’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.