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RIA / WealthAdvisor23 years in industry

JEREMY ORSON DOPP

Advisor at IAMS WEALTH MANAGEMENT, LLC

OMAHA, NE | Mesa, AZ

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Search this name across graphsid dfx:ria:66207eed-818c-bff8-b453-e15351facfeb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 29, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IAMS WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 4
Exams: S65|S63
First exam: Jan 14, 2003
First registration: Mar 29, 2012
Dual registered: no
IAPD individual key: 4599469

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IAMS WEALTH MANAGEMENT, LLC	Independent wealth	Jan 12, 2023	n/a	yes	OMAHA, NE\|Mesa, AZ	Current employment
TREK FINANCIAL	Independent wealth	Jun 2, 2016	Jan 11, 2023	no	Mesa, AZ\|SCOTTSDALE, AZ	Previous registration
REGAL INVESTMENT ADVISORS LLC	Bd affiliated wealth	Jan 6, 2015	Jun 3, 2016	no	MESA, AZ\|KENTWOOD, MI	Previous registration
SECURE INVESTMENT MANAGEMENT, LLC	Independent wealth	Aug 20, 2014	Jan 6, 2015	no	MESA, AZ\|TUCSON, AZ	Previous registration
ALLEGIS INVESTMENT ADVISORS, LLC	Former SEC adviser	Feb 13, 2013	Jun 18, 2014	no	KAYSVILLE, UT\|IDAHO FALLS, ID	Previous registration
FAMILY WEALTH ADVISORS	State registered	Mar 29, 2012	Jan 29, 2013	no	FARMINGTON, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TREK FINANCIAL	IAMS WEALTH MANAGEMENT, LLC	Jan 11, 2023	Jan 12, 2023	1	Firm change	RIA to RIA
REGAL INVESTMENT ADVISORS LLC	TREK FINANCIAL	Jun 3, 2016	Jun 2, 2016	-1	Firm change	Other
SECURE INVESTMENT MANAGEMENT, LLC	REGAL INVESTMENT ADVISORS LLC	Jan 6, 2015	Jan 6, 2015	0	Firm change	Other
ALLEGIS INVESTMENT ADVISORS, LLC	SECURE INVESTMENT MANAGEMENT, LLC	Jun 18, 2014	Aug 20, 2014	63	Firm change	Other
FAMILY WEALTH ADVISORS	ALLEGIS INVESTMENT ADVISORS, LLC	Jan 29, 2013	Feb 13, 2013	15	Firm change	Other

Relationships

Registered with (6)

→ IAMS WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 12, 2023 to presentfactForm ADV
→ TREK FINANCIALRegistered adviserregistration: previous registration
Jun 2, 2016 to Jan 11, 2023factForm ADV
→ REGAL INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Jan 6, 2015 to Jun 3, 2016factForm ADV
→ SECURE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 20, 2014 to Jan 6, 2015factForm ADV
→ ALLEGIS INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 13, 2013 to Jun 18, 2014factForm ADV
→ FAMILY WEALTH ADVISORSRegistered adviserregistration: previous registration
Mar 29, 2012 to Jan 29, 2013factForm ADV

Dated events

Occurred
Jan 11, 2023
Advisor changed firm
Jeremy Orson Dopp left Trek Financial for Iams Wealth Management, Llc (registered 2023-01-12)
Form ADVobserved 6 days ago