JK
JK

Jeffrey Blair Kopp

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
242 clients
Average Client Portfolio
$437K average
Assets Under Management
$105.8M

Fee Structure

Minimum Investment:$100K
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Location

Jacksonville, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeffrey is the Prison Ministry Director at Church of Eleven22, spending approximately 1-3 hours per day during trading hours as a point of contact for the FL Department of Corrections. He receives a salary for this role.

Employment History
Current Registrations
Cardea Capital Advisors, LLC
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Lindner Capital Advisors, INC.
March 2005 - December 2020 · 15 yrs 9 mos
Sheard & Davey Advisors LLC
February 2004 - March 2004 · 1 mo
Disciplined Equity Management, INC.
January 2004 - February 2005 · 1 yr 1 mo
Morgan Stanley
January 2002 - July 2003 · 1 yr 6 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.