Jaylee Hoppmann
Advisor at Kingsview Wealth Management, LLC — Powell, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63, Series 66
Experience Industry experience
1 year
Location
Powell, OH 43065
Kingsview Wealth Management, LLC
Multi-team
Jaylee Hoppmann is a financial advisor at Kingsview Wealth Management, LLC with one year of industry experience. She holds the Series 65, Series 63, and Series 66 licenses. Prior to joining Kingsview, she worked at Protective Life Insurance Company and Investment Distributors, Inc. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, offering wealth management, financial planning, and asset management services through a network of advisers and an internal portfolio group. The firm employs a range of investment strategies and manages proprietary model portfolios, ETFs, and separately managed accounts.
Based on Kingsview Wealth Management, LLC
Based on Kingsview Wealth Management, LLC
Flat fees for financial planning and accounting fees up to $15.00 per quarter or $5.00 per month per account
$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually
Commission from insurance products and futures trading if IARs are licensed; commissions vary
Hourly financial planning fees charged, specific rates not stated
Account minimum: $25,000 Minimum fee: Accounting fee of up to $15.00 per quarter or $5.00 per month per account Fee-only: Financial planning fees starting at $0, negotiable; ongoing consulting fees $500 to $12,500 per quarter, negotiable
Powell, OH
10262 Sawmill Parkway
Powell OH 43065
Advisors at this office
3
Ohio
1 year of industry experience
Kingsview Wealth Management
2025 - Present • 1 year
Powell, OH
Kingsview Partners LLC
2025 - Present • 1 year
Grants Pass, OR
Unknown
2025 - 2025 • 1 year
Powell, OH
Investment Distributors, Inc.
2025 - 2025 • 1 year
Birmingham, AL
Protective Life Insurance Company
2023 - 2025 • 2 years
Birmingham, AL
Zoombezi Bay
2023 - 2023 • 1 year
Powell, OH
Zoombezi Bay
2022 - 2022 • 1 year
Powell, OH
Zoombezi Bay
2021 - 2021 • 1 year
Powell, OH
Zoombezi Bay
2020 - 2020 • 1 year
Powell, OH
KROGER
2020 - 2020 • 1 year
Powell, OH
Zoombezi Bay
2019 - 2019 • 1 year
Powell, OH
University of CINCINNATI
2018 - 2023 • 5 years
Cincinnati, OH
Nanny for Neighbor
2018 - 2018 • 1 year
Powell, OH
Tim Horton's
2017 - 2017 • 1 year
Powell, OH
Olentangy Liberty Highschool
2014 - 2018 • 4 years
Powell, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")