John C. Copeland

BLUE JASPER CAPITAL LLC

Clermont, FL 34711

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CRD#: 7674709

Professional summary

John Carter Copeland, who also goes by John C Copeland, is a registered financial advisor currently at BLUE JASPER CAPITAL LLC located in Clermont, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. John has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John C Copeland

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Carter Copeland's 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 3, 2024 - Present

BLUE JASPER CAPITAL LLC

Office #1: 743 8th St, Clermont, FL 34711

RIA

CRD#: 319757

Clermont, FL

Past

January 31, 2023 - September 25, 2024

JB MERIDIAN ADVISORS, LLC

RIA

CRD#: 154676

CLERMONT, FL

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

Florida
(10/3/2024)

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

IAR

Series 65

Date: 1/14/2023

Uniform Investment Adviser Law Examination

Current Firm

BLUE JASPER CAPITAL LLC

BLUE JASPER CAPITAL LLC | THORIUM WEALTH MANAGEMENT

CRD#: 319757 / SEC#:

California

Registered Investment Advisory firm - (7/20/2022 Approved)

Florida

Registered Investment Advisory firm - (7/15/2022 Approved)

North Carolina

Registered Investment Advisory firm - (4/29/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (8/1/2025 Approved)

Texas

Registered Investment Advisory firm - (4/26/2022 Conditional Restricted)

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).

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Contact information

Main Address

743 8th St, Clermont, FL 34711

Mailing Address

Phone number

(407) 204-0147

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	149
AUM (Assets Under Management)	$ 17,538,239

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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John C. Copeland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Carter Copeland's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE JASPER CAPITAL LLC

JB MERIDIAN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/14/2023

Current Firm

BLUE JASPER CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUE JASPER CAPITAL LLC

TRUST BUT VERIFY

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