James Christopher Copeland
Investment adviser representative at Commonwealth Financial Network
20 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 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
20 years in the industry.
- Commonwealth Financial NetworkMay 2021 to now
- Copeland Allen & Kramp FinancialAug 2017 to now
- Voya Financial AdvisorsSep 2014 to May 2021
- Copeland FinancialDec 2006 to Aug 2017
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 5000642
- Firm CRD
- 8032