Joseph Michael Cope
Investment adviser representative at Cope Connelly
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$151.1MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Xps Capital LLCNov 2020 to now
- Cope ConnellyFeb 2019 to now
- Jarred Bunch Consulting, LLCJan 2019 to Dec 2020
- Park Avenue SecuritiesAug 2006 to Jan 2019
- Guardian Life Insurance CompanyJul 2006 to Jan 2019
- First Financial GroupSep 2005 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (VA).
Cope Connelly
Legal name: Xps Capital LLC
$151.1MAssets managed
164Clients
2Advisers
4 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
- 4777695
- Firm CRD
- 311665