Jeffrey B. Kopp

CARDEA CAPITAL ADVISORS

Jacksonville, FL

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CRD#: 3069742

Professional summary

Jeffrey Blair Kopp, who also goes by Jeffrey Kopp, is a registered financial advisor currently at CARDEA CAPITAL ADVISORS, LLC located in Jacksonville, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jeffrey has worked at 6 firms and has passed the Series 63, Series 65, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Kopp

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.

Name of Business: Church of Eleven22 Address: 14286 Beach Boulevard #2, Jacksonville, FL 32250. Position: Prison Ministry Director Description of Duties: Approximately 1-3 hours per day are spent during trading hours as point of Contact for FL Department of Corrections for prison chapels to show sermons. Compensation: Salary Start Date: June 18, 2018

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Blair Kopp'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®

None

Experience

Current

May 3, 2021 - Present

CARDEA CAPITAL ADVISORS, LLC

RIA

CRD#: 307600

Jacksonville, FL

Past

March 10, 2005 - December 23, 2020

LINDNER CAPITAL ADVISORS, INC.

RIA

CRD#: 108584

Jacksonville, FL

Past

February 25, 2004 - March 11, 2004

SHEARD & DAVEY ADVISORS LLC

RIA

CRD#: 109635

NEPTUNE BEACH, FL

Past

January 16, 2004 - February 9, 2005

DISCIPLINED EQUITY MANAGEMENT, INC.

RIA

CRD#: 129436

NEPTUNE BEACH, FL

Past

January 22, 2002 - July 18, 2003

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

IRVINE, CA

Past

July 13, 2001 - July 18, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

May 10, 2000 - July 12, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

CARDEA CAPITAL ADVISORS, LLC

CRD#: 307600 / SEC#: 801-118445

RIA

Registered Investment Advisory firm - (4/17/2020 Approved)

Louisiana

Registered Investment Advisory firm - (8/11/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(5/3/2021)

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: 12/1/2000

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/21/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 31

Date: 6/6/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/9/2000

General Securities Representative Examination

Current Firm

CARDEA CAPITAL ADVISORS, LLC

CRD#: 307600 / SEC#: 801-118445

RIA

Registered Investment Advisory firm - (4/17/2020 Approved)

Louisiana

Registered Investment Advisory firm - (8/11/2021 Terminated)

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Contact information

Main Address

2520 Northwinds Parkway Suite 309, Alpharetta, GA 30009

Mailing Address

Phone number

(770) 977-7779

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CARDEA CAPITAL ADVISORS, LLC ADV PART 2 BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	374
AUM (Assets Under Management)	$ 105,752,926

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.

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Firm Stability Insights

Jeffrey B. Kopp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Blair Kopp's CRS (Customer Relationship Summary).

Certified licenses

Experience

LINDNER CAPITAL ADVISORS, INC.

SHEARD & DAVEY ADVISORS LLC

DISCIPLINED EQUITY MANAGEMENT, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CARDEA CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/1/2000

Series 65

Date: 5/21/1998

Series 31

Date: 6/6/2002

Series 7

Date: 5/9/2000

Current Firm

CARDEA CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CARDEA CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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