James Eric Copeland
Investment adviser representative at Advisory Services Network
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.6BFirm assets
Are you James Eric Copeland? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Advisory Services Network, LLCMay 2018 to now
- Ameriprise Financial Services IncApr 2017 to May 2018
- Strategic Advisors IncMay 2005 to Apr 2017
- Fidelity Brokerage Services LLCOct 2000 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advisory Services Network
Legal name: Advisory Services Network, LLC
$10.6BAssets managed
12,919Clients
251Advisers
16 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
- 4145318
- Firm CRD
- 146051