JC
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Jim Anthony Coppedge

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
670 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only
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Location

15375 Memorial Drive, Suite 200, Houston, TX, 77079

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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

Jim and his wife own two single-family rental homes, one leased to full-time tenants and the other a vacation rental. This activity does not interfere with Jim's duties at Crossmark.

Employment History
Current Registrations
Crossmark Wealth Management, LLC
December 2018 - Present · 7 yrs 2 mos
Crossmark Global Investments, INC.
October 2017 - Present · 8 yrs 4 mos
Crossmark Distributors, INC.Broker
September 2017 - Present · 8 yrs 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jim Anthony Coppedge - Financial Advisor | TrueAdvisor