Comprehensive Wealth Services, LLC

Jeremy Klopper is a financial advisor with Comprehensive Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Comprehensive Wealth Services since 2004 and transitioned to Generational Wealth Planning, LLC dba Comprehensive Wealth Services in 2025. Klopper is also involved in seasonal tax preparation activities. Comprehensive Wealth Services, LLC provides portfolio management and financial planning primarily for high-net-worth individuals and related entities. The firm employs a disciplined process focusing on risk tolerance, tax considerations, and time horizon to develop asset allocations, generally favoring lower-cost mutual funds and ETFs while coordinating with outside CPAs and attorneys.

Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Edwin Milner is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Signature Securities Group Corp./Signature Bank and Cadaret, Grant & Co., Inc. Milner also provides limited services through Comprehensive Wealth Services, a separate registered investment advisor firm, as part of a transition of assets to LPL Financial. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with additional non-advisory financial products.

Jason Kurz is a financial advisor with Comprehensive Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Signature Securities Group Corp./Signature Bank, Cadaret, Grant & Co., Inc., and LPL Financial. He also manages a business entity focused on tax and investment purposes. Comprehensive Wealth Services, LLC provides portfolio management and financial planning primarily for high-net-worth individuals and related entities, managing client accounts mainly through mutual funds, ETFs, and money managers. The firm emphasizes a low-cost investment approach with portfolios implemented mostly on a discretionary basis and maintains coordination with tax and legal professionals through affiliated entities.