JA
Jim Anthony Coppedge
CRD 3275004
Firms
| Firm | Role | As of |
|---|---|---|
| Crossmark Global Investments, Inc. | Registered representative | 07/20/2026 |
| Crossmark Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Crossmark Global Investments, Inc.
Chief Compliance Officer, General Counsel, And Corporate Secretary · Less than 5% · Jun 2024
-
Crossmark Wealth Management, Llc
Chief Compliance Officer · Less than 5% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗