Terri A Copeland
Investment adviser representative at Edward Jones
25 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$1TFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Edward JonesMay 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith Incorporated(7691)Jun 2018 to May 2023
- Cetera Financial Specialists LLCJun 2003 to Jun 2018
- Mccullough and Associates LLCJan 2001 to Jun 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 4543890
- Firm CRD
- 250