Jeremy Hunter Coppola
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
Are you Jeremy Hunter Coppola? Claim your profile
Contact this firm
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
11 years in the industry.
- LPL Financial LLCJul 2026 to now
- Osaic Wealth, Inc.Jan 2024 to Jun 2026
- Woodbury Financial Services IncOct 2023 to Jan 2024
- Equitable Advisors LLCJul 2023 to Oct 2023
- Hantz GroupMay 2022 to Nov 2022
- Patriot CommunicationsApr 2021 to Aug 2021
- Powerhouse GymApr 2019 to Aug 2019
- Burns LandscapingApr 2018 to Aug 2018
- Tropical SmoothieMay 2017 to Aug 2017
- De La Salle Collegiate High SchoolSep 2015 to Jun 2019
- Denstor, LLCApr 2015 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
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
- 7562045
- Firm CRD
- 6413