Jake Popoff has been an investment adviser representative at Hutchinson Capital Management since June 2023, and is not listed among the firm’s executive officers or direct owners. Jake Popoff holds a B.A. in Economics from the University of Arizona.
Hutchinson Capital Management is a San Rafael, CA firm with $942M under management, 296 clients and 5 advisers in one office, as of its March 2026 filing.
Jake N. Popoff is Associate Advisor of Hutchinson Capital Management. He works directly with the Portfolio Managers and clients on customized financial planning for multi-generational wealth planning needs and supports Senior Portfolio Managers in delivering financial planning and investment services. He joined HCM in May 2023, after working as a Private Wealth Associate at Alliance Bernstein and running his own financial practice through New York Life and NYLife Securities.
Investment adviser representative registrations
Jake Popoff is registered as an investment adviser representative in California, since June 2023.
- CaliforniaSince 5 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 June 2023 |
| Series 7TO | General Securities Representative Examination | 2 May 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 October 2020 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 17 July 2020 |
| SIE | Securities Industry Essentials Examination | 28 February 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jake Nicholas Popoff
- CRD
- 7092533
- Firm
- Hutchinson Capital Management · CRD 106158
- Office
- 1101 FIFTH AVENUE, SUITE 160, San Rafael, CA 94901
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hcm-wealth.com
Where does Jake Popoff work?
Jake Popoff is an investment adviser representative registered through Hutchinson Capital Management since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jake Popoff a financial advisor?
Yes. Jake Popoff has a current investment-adviser registration in California, through Hutchinson Capital Management since June 2023.
How many years of experience does Jake Popoff have?
Jake Popoff has 5 years in the financial industry, since November 2020, across 1 adviser firm.
What exams has Jake Popoff passed?
Jake Popoff has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 7TO and Series 65. The earliest, the SIE, was passed in February 2020.
Where is Jake Popoff based?
Jake Popoff’s registered office is in San Rafael, CA.
Is Jake Popoff registered with FINRA?
No. Jake Popoff has no current broker registration.
How can I verify Jake Popoff’s record?
Search CRD 7092533 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jake Popoff’s full registration record.
