Jim Anthony Coppedge
Professional Summary
Jim Anthony Coppedge is a registered financial advisor currently at CROSSMARK GLOBAL INVESTMENTS, INC. located in Houston, Texas and CROSSMARK WEALTH MANAGEMENT, LLC located in Houston, Texas. Jim is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jim has worked at 3 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 14, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
CAPSTONE ASSET MANAGEMENT COMPANY | CROSSMARK GLOBAL INVESTMENTS, INC.
Contact Information
Main Address
9753 Katy Freeway Suite 200, Houston, TX 77024Phone Number
(713) 260-9000# of Employees
54SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
7,890AUM (Assets Under Management)
$8,983,812,044Similar Advisors
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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.
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Primary Firm SEC Registration
CAPSTONE ASSET MANAGEMENT COMPANY | CROSSMARK GLOBAL INVESTMENTS, INC.
State Registrations and Notice Filings
(10/13/2017)
(10/26/2017)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jim Anthony Coppedge's CRS (Customer Relationship Summary).
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