James D. Copper
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James David Copper's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
February 15, 2012 - Present
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
February 15, 2012 - December 31, 2015
PURSHE KAPLAN STERLING INVESTMENTS
March 29, 2000 - February 16, 2012
KESTRA INVESTMENT SERVICES, LLC
March 2, 2000 - February 16, 2012
KESTRA INVESTMENT SERVICES, LLC
May 23, 1986 - March 22, 2000
ROBERT W. BAIRD & CO. INCORPORATED
November 15, 1981 - April 4, 2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
CRD#: 159255 / SEC#: 801-73087
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/5/2025)
(2/15/2012)
Exams
Series 12
Date: 10/12/1993
NYSE Branch Manager ExaminationCurrent Firm
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
CRD#: 159255 / SEC#: 801-73087
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,063 |
| AUM (Assets Under Management) | $ 705,730,199 |
Red Flags
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