Joseph David Copeland
Investment adviser representative at Raymond James & Associates, Inc.
18 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Raymond James & Associates, Inc.Aug 2026 to now
- Morgan Stanley Private Bank, N.AOct 2017 to now
- Morgan Stanley Private Bank, National AssociationOct 2017 to Aug 2026
- Morgan StanleyAug 2017 to Aug 2026
- Stifel NicolausMar 2008 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (IN).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 4982371
- Firm CRD
- 705