Unclaimed Profile

Jeffery Brian Harper

OPUS WEALTH PARTNERS, LLC·LISLE, Illinois

SIE, Series 7, Series 63CFP28 years registeredOPUS WEALTH PARTNERS, LLC

1011 WARRENVILLE ROAD, LISLE, IL 60532CRD# 1952224Firm CRD# 176525

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffery Brian Harper · LISLE, IL

Registration

CRD #1952224 · OPUS WEALTH PARTNERS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Nov 2025 – present

GOOD LIFE ADVISORS, LLC

Sep 2021 – present

LEVEL FOUR ADVISORY SERVICES

May 2020 – Oct 2021

Lisle, IL

OPUS WEALTH MANAGEMENT GROUP

May 2015 – Dec 2020

LISLE, IL

METLIFE SECURITIES INC.

Mar 1998 – May 2015

DOWNERS GROVE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · March 3, 1998

Years registered · 28

Professional designation · CFP

Disclosure History

2003Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

OPUS WEALTH PARTNERS, LLC

CRD 176525 · SEC 801-93175

AUM

$246M

Regulatory assets under management

Employees

1,086 client accounts

Services offered by OPUS WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OPUS WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffery Brian Harper offer?

Jeffery Brian Harper specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LISLE, Illinois for a consultation.

What are Jeffery Brian Harper's credentials?

Jeffery Brian Harper holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffery Brian Harper located?

Jeffery Brian Harper is based in LISLE, Illinois, working with OPUS WEALTH PARTNERS, LLC. Their office serves clients in the LISLE metropolitan area and surrounding communities.

How does Jeffery Brian Harper charge for services?

Jeffery Brian Harper's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPUS WEALTH PARTNERS, LLC?

OPUS WEALTH PARTNERS, LLC has approximately 8 employees and manages $246M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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