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Jeffrey Coplan

Raymond James Financial Services Advisors, INC
26 Years of Experience
Eden Prairie, MN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Coplan is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Eden Prairie, MN, with 26 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

11985 Technology Drive, Suite 100, Eden Prairie, MN, 55344

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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 ActivitiesSells Insurance

Jeffrey owns commercial rental real estate and is an insurance agent. He also owns a DBA entity, Integrity Wealth.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.Broker
May 2006 - Present · 20 yrs 5 mos
Previous Registrations
Raymond James Financial Services
November 2006 - January 2009 · 2 yrs 2 mos
Edward JonesBroker
March 2000 - May 2006 · 6 yrs 2 mos
State Registrations37 states
AKALARAZCACODCFLGAIAIDILKSKYMAMIMNMOMTNCNENHNJNMNVNYOHOKORPASCSDTNTXVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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