AdFi
JM

John Michael Loper

Investment Adviser Representative at MODERA WEALTH MANAGEMENT, LLC

Wayne, PACRD #2738913Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
1 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Pennsylvania
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/28/2025
Series 65
Uniform Investment Adviser Law Examination
Passed 7/19/1996
Series 7
General Securities Representative Examination
Passed 6/20/2025
SIE
Securities Industry Essentials Examination
Passed 3/12/2025
Series 7
General Securities Representative Examination
Passed 6/3/1996
Series 24
General Securities Principal Examination
Passed 10/16/2025
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 12/20/2002
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 11/22/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Modera Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MODERA WEALTH MANAGEMENT, LLCCurrent
7/6/2026Wayne, PA
LINCOLN INVESTMENT
8/23/20257/9/2026Fort Washington, PA
STRATEGIC ADVISERS, INC.
9/15/20108/26/2014Wilmington, DE
TIAA-CREF ADVICE AND PLANNING SERVICES
6/9/20097/9/2010Philadelphia, PA
AMERIPRISE FINANCIAL SERVICES, INC.
8/20/19965/8/2009Conshohocken, PA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Michael Loper 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.

John Michael Loper - Financial Advisor in Wayne, PA | AdvisorFinder