James D. Copper

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT

Monroe, TN

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CRD#: 1006730

Professional summary

James David Copper, CFP®, who also goes by James David Cooper, Jim Copper, is a registered financial advisor currently at SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC located in Monroe, Tennessee.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. James has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 12 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Insurance Planning

Investment Planning

Comprehensive Financial Planni...

Estate Planning

Are you a "fiduciary"?

Yes

Aliases

James David Cooper | Jim Copper

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Big Hollow Wood Art and Engraving; not investment-related; 125 Big Branch Lane, Monroe, Tennessee 38573; Custom-made crafts and engraved items; owner/craftsman; 25 hours per month devoted to this business; 0 hours during securities trading hours. 2) Licensed Insurance Agent; Life and Variable Contracts; investment-related;3000 Professional Drive, Suite 201, Springfield, IL 62703; 2 hours per month devoted to this business; 2 hours per month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James David Copper's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

February 15, 2012 - Present

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

RIA

CRD#: 159255

Monroe, TN

Past

February 15, 2012 - December 31, 2015

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

SPRINGFIELD, IL

Past

March 29, 2000 - February 16, 2012

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

SPRINGFIELD, IL

Past

March 2, 2000 - February 16, 2012

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

SPRINGFIELD, IL

Past

May 23, 1986 - March 22, 2000

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

November 15, 1981 - April 4, 2000

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

CRD#: 159255 / SEC#: 801-73087

RIA

Registered Investment Advisory firm - (2/15/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(5/5/2025)

IAR

Texas
(2/15/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/27/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/17/1986

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/16/1981

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 12

Date: 10/12/1993

NYSE Branch Manager Examination

Current Firm

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

CRD#: 159255 / SEC#: 801-73087

RIA

Registered Investment Advisory firm - (2/15/2012 Approved)

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Contact information

Main Address

3000 Professional Dr. Ste 201, Springfield, IL 62703

Mailing Address

Phone number

(217) 753-4020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (10/28/2025)

ADV PART 2A APPENDIX 1- WRAP FEE BROCHURE (2/6/2025)

Regulatory assets under management

Total Number of Accounts	1,974
AUM (Assets Under Management)	$ 623,962,646

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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James D. Copper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James David Copper's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/27/1991

SIE

Date: 12/31/2015

Series 7

Date: 5/17/1986

Series 6

Date: 10/16/1981

Series 12

Date: 10/12/1993

Current Firm

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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