John Douglas James
Investment adviser representative at Copper Financial
12 yearsExperience
1 stateRegistered in
$410.7MFirm assets
11 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Copper FinancialSep 2023 to now
- Copper Financial Network, LLCSep 2023 to now
- Edward JonesNov 2016 to Sep 2023
- Stifel Nicolaus & Co IncMay 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MO).
Copper Financial
Legal name: Copper Financial Network, LLC
$410.7MAssets managed
4,165Clients
39Advisers
11 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
- 5408754
- Firm CRD
- 168203