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Jeffery Soper

Senior VP at Hantz Financial Services

Investment adviser and broker registrationsOkemos, MISEC record checked 17 October 2026

34
Years in the industry
15
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Jeffery Soper is Senior VP of Hantz Financial Services, Inc., a Southfield investment adviser managing $10B. Jeffery Soper has been registered through Hantz Financial Services since 5 May 2011, has 34 years in the industry across 1 firm and has passed 6 licensing exams.

Role at Hantz Financial Services

Title on Schedule A
Senior VP
Control
Jeffery Soper is a control person of Hantz Financial Services.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jeffery Soper has held the filed role since January 2010.

The firm

Hantz Financial Services, Inc.
Southfield, MI

Form ADV filed 8 September 2026

$10B AUM24,070 clients333 advisers21 offices

Career on record

Jeffery Soper has been registered through Hantz Financial Services since May 2011.

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Hantz Financial Services, Inc.Current
    – present · 15 years
    Okemos, MI · Adviser representative · Firm CRD 46047
  3. Passed Series 51 · 2003
  4. Passed Series 9 · 2002
  5. Passed Series 24 · 1995
  6. Passed Series 63 and Series 7 · 1992

Registrations and exams

Jeffery Soper has a current investment-adviser registration in Michigan and has passed 6 qualifying exams.

Michigan5 May 2011
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6327 March 1992
Name
Uniform Securities Agent State Law Examination
Series 5121 May 2003
Name
Municipal Fund Securities Principal Examination
Series 926 November 2002
Name
General Securities Sales Supervisor - Options Module Examination
Series 241 March 1995
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 720 April 1992
Name
General Securities Representative Examination

Individual record

Full name
Jeffery Harold Soper
CRD
2205971
Firm
Hantz Financial Services, Inc.
Registration status
Investment adviser and broker registrations
Office
3450 ALAIEDON PARKWAY, Okemos, MI 48864

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Jeffery Soper work?

Jeffery Soper has been Senior VP of Hantz Financial Services, Inc. since January 2010, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 8 September 2026

Is Jeffery Soper a financial advisor?

Yes. Jeffery Soper has a current investment-adviser registration in Michigan, through Hantz Financial Services since May 2011, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Jeffery Soper have?

Jeffery Soper has worked in the financial industry for 34 years as of 17 October 2026, counted from 14 June 1992, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Jeffery Soper passed?

Jeffery Soper has passed 6 licensing exams: the Series 63, Series 7, Series 24, Series 9, Series 51 and SIE. The earliest, the Series 63, was passed in March 1992.

Source: IAPD individual record, checked 17 October 2026

Where is Jeffery Soper based?

Jeffery Soper’s registered office is in Okemos, MI.

Source: IAPD individual record, checked 17 October 2026

Leadership at Hantz Financial Services

Sources

  1. IAPD individual record, CRD 2205971. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Hantz Financial Services, Inc., filed 8 September 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jeffery Soper or Hantz Financial Services, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.