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Joseph Jacob Kopczynski

UASNM, INC.·ALBUQUERQUE, New Mexico
Series 7, Series 24, Series 63Clean record23 years registeredUASNM, INC.
4906 ALAMEDA, NE, ALBUQUERQUE, NM 87113CRD# 1437112Firm CRD# 132903

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Jacob Kopczynski · ALBUQUERQUE, NM
Registration
CRD #1437112 · UASNM, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

ALLWORTH FINANCIAL, L.P.
Jun 2022 – present
UAS WEALTH ADVISORS
Nov 2004 – Jun 2022
ALBUQUERQUE, NM
UNIVERSAL ADVISORY SERVICES INC
Feb 2003 – Jul 2005
ALBUQUERQUE, NM
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · February 13, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
UASNM, INC.
CRD 132903 · SEC 801-63572
AUM
$399M
Regulatory assets under management
Employees
6
797 client accounts
Services offered by UASNM, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at UASNM, INC. →
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05

Frequently Asked Questions

What services does Joseph Jacob Kopczynski offer?
Joseph Jacob Kopczynski specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Joseph Jacob Kopczynski's credentials?
Joseph Jacob Kopczynski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Jacob Kopczynski located?
Joseph Jacob Kopczynski is based in ALBUQUERQUE, New Mexico, working with UASNM, INC.. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Joseph Jacob Kopczynski charge for services?
Joseph Jacob Kopczynski'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 UASNM, INC.?
UASNM, INC. has approximately 6 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UASNM, INC.

Matthew David Keller
ALBUQUERQUE, NM
Donald Austin Mcdaniel
ALBUQUERQUE, NM
Kirk Randolph Hudson
ALBUQUERQUE, NM

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