James William Kopas
Investment adviser representative at Pring Turner
17 yearsExperience
1 stateRegistered in
$296.9MFirm assets
49 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Pring TurnerDec 2025 to now
- Pring Turner Capital Group, Inc.Jan 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pring Turner
Legal name: Pring/turner Capital Group, Inc.
$296.9MAssets managed
190Clients
2Advisers
49 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
- 5863675
- Firm CRD
- 110931