Jake Robert Hoppes
Investment Adviser Representative at CEDAR VALLEY WEALTH ADVISORS
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jake Robert Hoppes has worked in the securities industry since 2024. They have passed the Series 65 examination. They are registered to provide investment advisory services in Iowa.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Portfolio Management / Employee Benefit Plan - First $600,000 | 1.00% |
| Portfolio Management / Employee Benefit Plan - Assets over $600,000 | 0.50% |
| IRA Fiduciary Advisors - First $400,000 | 0.70% |
Cedar Valley Wealth Advisors Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at CEDAR VALLEY WEALTH ADVISORS
2 other advisors in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jake Robert Hoppes has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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