Craig Kopka
Investment adviser representative at Edward Jones
22 yearsExperience
1 stateRegistered 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
22 years in the industry.
- Edward JonesSep 2023 to now
- Brighthouse FinancialJun 2023 to Jul 2023
- Primerica Financial ServicesOct 2022 to May 2023
- Oxford Public SchoolsAug 2022 to Jun 2023
- Tantasqua Public SchoolsJan 2020 to Jun 2022
- Worcester Public SchoolsFeb 2004 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7796455
- Firm CRD
- 250