Michael C Hopkins

Advisor at Edward Jones — Dewitt, NY

Updated today

Credentials

Series 66

Experience

1 year

Location

Dewitt, NY 13057

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Michael Hopkins is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Amazon.com for seven years and at Syracuse University for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large network of advisors and branch offices across the United States.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Exec comp design Business ownership considerations Business exit / sale strategy General estate planning guidance General retirement planning

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Dewitt, NY

5781 Bridge St Suite 35

Dewitt NY 13057

Advisors at this office

2

Most active in

New York · Texas

Work history

1 year of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

Syracuse University

2023 - 2025 • 2 years

Syracuse, NY

Amazon.com

2016 - 2023 • 7 years

Syracuse, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert J

CFP®, Series 63

Baldwinsville, NY

Main Street Wealth Management, LLC

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Annuities Real estate investing
user avatar

Nancy G

Series 63, Series 66, Series 65

Syracuse, NY

Edward S. Green & Associates, LLC

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY. She holds Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Outside of her advisory role, she works as a human resources consultant for Bousquet Holstein PLLC. Edward S. Green & Associates functions primarily as a solicitor for an unaffiliated investment adviser, providing clients with financial concierge services that coordinate education, retirement, and estate planning alongside other financial professionals. The firm does not manage client investment accounts directly and operates without taking custody of client assets or charging advisory fees based on assets under management.

Wealth management
user avatar

Judson A

Series 63, Series 66, Series 65

Cazenovia, NY

Dark Horse Wealth LLC

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY, holding Series 63, 65, and 66 licenses with five years of industry experience. He has led Dark Horse Wealth LLC since 2011. Outside of his advisory work, he serves as a referee during the fall months. Dark Horse Wealth LLC advises individuals, pension and profit-sharing plans, and corporate clients, offering discretionary investment management, financial planning, and hourly consulting. The firm emphasizes retirement-plan services and combines long-term strategies with tactical portfolio adjustments, typically using low-cost mutual funds, ETFs, and select individual securities.

Wealth management General retirement planning Income planning Annuities Passive / index investing
user avatar

Samuel K

Series 65

Syracuse, NY

Kraemer Capital Management LLC

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

General retirement planning College savings (529s, UTMA, etc.) Debt management
user avatar

Jessica C

Series 66, Series 63

Chittenango, NY

Champion, Jessica

Jessica Champion is a financial advisor based in Chittenango, NY, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Ameriprise Financial Services LLC, LPL Financial, and The Summit Federal Credit Union. Since 2025, she has operated her own independent practice, Champion Method LLC. Her firm provides wealth management and financial planning services to individuals and high-net-worth clients, delivering ongoing investment advice and written financial plans covering retirement, estate, tax, college savings, business planning, insurance review, and risk management. The firm uses a blend of modern portfolio theory, fundamental and technical analysis, and behavioral finance coaching, offering both passive and active investment options, as well as customizable socially responsible investing portfolios.

Retirement income strategy General retirement planning Cash flow / budgeting
user avatar

Mattawe C

Series 63, Series 65

Marietta, NY

Clements Investment Management

Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.

Wealth management Passive / index investing Active portfolio management
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