Jim A. Coppedge

CROSSMARK GLOBAL INVESTMENTS

Houston, TX 77079

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CRD#: 3275004

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

My wife and I own two single-family homes that are rented; one property is leased to full-time tenants, while the other is a vacation home that is rented only occasionally to short-term occupants. This activity does not take from my time during the normal market trading day and does not interfere with my duties within the Crossmark organization.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jim Anthony Coppedge'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

October 26, 2017 - Present

CROSSMARK GLOBAL INVESTMENTS, INC.

Office #1: 15375 Memorial Drive Suite 200, Houston, TX 77079

RIA

CRD#: 113360

Houston, TX

Current

December 12, 2018 - Present

CROSSMARK WEALTH MANAGEMENT, LLC

Office #1: 15375 Memorial Drive Suite 200, Houston, TX 77079

RIA

CRD#: 289004

Houston, TX

Current

September 20, 2017 - Present

CROSSMARK DISTRIBUTORS, INC.

Office #1: 15375 Memorial Drive Suite 200, Houston, TX 77079

CRD#: 14970

Houston, TX

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".

CROSSMARK GLOBAL INVESTMENTS, INC.

CAPSTONE ASSET MANAGEMENT COMPANY | CROSSMARK GLOBAL INVESTMENTS, INC.

CRD#: 113360 / SEC#: 801-17695

RIA

Registered Investment Advisory firm - (7/26/1982 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(10/13/2017)

IAR

Texas
(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

State Security Law Exam

IAR

Series 66

Date: 10/13/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/2017

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 27

Date: 5/19/2018

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/13/2017

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CROSSMARK GLOBAL INVESTMENTS, INC.

CAPSTONE ASSET MANAGEMENT COMPANY | CROSSMARK GLOBAL INVESTMENTS, INC.

CRD#: 113360 / SEC#: 801-17695

RIA

Registered Investment Advisory firm - (7/26/1982 Approved)

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Contact information

Main Address

15375 Memorial Drive Suite 200, Houston, TX 77079

Mailing Address

Phone number

(713) 260-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CROSSMARK GLOBAL INVESTMENTS FORM ADV PARTS 2A AND 2B REV JUNE 30 2025 (6/27/2025)

Regulatory assets under management

Total Number of Accounts	5,314
AUM (Assets Under Management)	$ 7,093,712,521

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

Jim A. Coppedge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jim Anthony Coppedge's CRS (Customer Relationship Summary).

Certified licenses

Experience

CROSSMARK WEALTH MANAGEMENT, LLC

CROSSMARK DISTRIBUTORS, INC.

Primary Firm SEC Registration

CROSSMARK GLOBAL INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/13/2017

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/20/2017

Series 14

Date: 1/2/2023

Series 27

Date: 5/19/2018

Series 24

Date: 11/13/2017

FINRA

Current Firm

CROSSMARK GLOBAL INVESTMENTS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CROSSMARK GLOBAL INVESTMENTS, INC.

TRUST BUT VERIFY

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