Jeffrey Blair Kopp
Investment adviser representative at Cardea Capital Advisors, LLC
20 yearsExperience
1 stateRegistered in
$124.2MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Cardea Capital Advisors, LLCOct 2020 to now
- Lindner Capital Advisors, Inc.Feb 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (GA).
Cardea Capital Advisors, LLC
$124.2MAssets managed
257Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3069742
- Firm CRD
- 307600