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Jeffrey Blair Kopp

Cardea Capital Advisors, LLC

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About Jeffrey Blair Kopp

Jeffrey Blair Kopp is a financial advisor registered with Cardea Capital Advisors, LLC. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey holds licenses to conduct business in the State of Georgia. He is associated with Cardea Capital Advisors, LLC. Jeffrey is a graduate of the University of Florida. He is an active member of the community and is involved in several charitable organizations.

Firm Information

Jeffrey Kopp is currently registered with Cardea Capital Advisors, LLC. Cardea Capital Advisors, LLC is a registered investment advisor based in Atlanta, GA. They offer a range of advisory services, including financial planning, pension consulting, and educational seminars. The firm primarily manages portfolios for individuals, including high-net-worth individuals. They also provide portfolio management services for businesses and charitable organizations. As of their latest reporting, Cardea Capital Advisors manages over $147.5 million in assets.
Cardea Capital Advisors, LLC

3350 RIVERWOOD PARKWAY

ATLANTA, GA 30339-3350

$147.55M

Assets Under Management

64

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Kopp’s Registration & Firm History

FL

05/03/2021 - Present

Cardea Capital Advisors, LLC (Jacksonville FL)

NY

07/13/2001 - 07/18/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

05/10/2000 - 07/12/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/01/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/21/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/06/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 05/09/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Blair Kopp.
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