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Jim Anthony Coppedge

Crossmark Global Investments, Inc.

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About Jim Anthony Coppedge

Jim Anthony Coppedge is a registered representative with Crossmark Global Investments, Inc. and Crossmark Wealth Management, LLC. Jim has been in the financial services industry since 2017. Jim holds the Series 7, 24, 27, 66, 99TO and SIE licenses. Jim's primary office is located in Houston, Texas. Jim is a licensed investment advisor representative in the state of Texas. Jim has experience in portfolio management for individuals, businesses and investment companies. Jim is currently licensed to provide financial and investment advice to individuals, insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses and state or municipal government entities.

Firm Information

Jim Coppedge is currently registered with Crossmark Global Investments, Inc.. Crossmark Global Investments, Inc. is an investment advisor based in Houston, Texas. The firm manages approximately $1 billion to $10 billion in assets for individuals, businesses, investment companies, and other institutions. Crossmark Global Investments specializes in portfolio management and offers discretionary and non-discretionary investment management services. They also participate in wrap fee programs.
Crossmark Global Investments, Inc.

15375 MEMORIAL DRIVE

HOUSTON, TX 77079

$7.00B

Assets Under Management

Not reported

Total Clients

21

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Jim Coppedge’s Registration & Firm History

TX

10/26/2017 - Present

Crossmark Global Investments, Inc. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 10/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 05/19/2018

Series 27 - Financial and Operations Principal Examination

BC

Issued 11/13/2017

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jim Anthony Coppedge.
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