Jason Copeland is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Gadsden, AL, with 27 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2010 Club Drive, Suite 300, Gadsden, AL, 35901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason officiates high school football for the Alabama High School Athletic Association, dedicating a few hours per week. He also has 33% ownership in Legacy Wealth Management LLC, dedicating full-time hours to this endeavor. Finally, Jason has power of attorney for his father, requiring minimal time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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