Alexis Kopecky
Investment adviser representative at Edward Jones
13 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Edward JonesMay 2019 to now
- Cedar Lake Dental Professionals, Ltd.Dec 2018 to Apr 2019
- Full Time StudentAug 2018 to Dec 2018
- Cedar Lake Dental Professionals, Ltd.Jun 2018 to Jul 2018
- Full Time StudentJan 2018 to May 2018
- GraphixJun 2017 to Dec 2017
- Kettle Moraine YmcaJun 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7099659
- Firm CRD
- 250