PPrivate Fund Data Log in Join · $37/mo

Jim Anthony Coppedge

Chief Compliance OfficerCrossmark Wealth Management, LLCCRD 3275004

About Jim Anthony Coppedge

Jim Anthony Coppedge is listed as Chief Compliance Officer at Crossmark Wealth Management, LLC in Houston, TX. Form ADV reports a beneficial ownership band of Under 5%. Jim Anthony Coppedge is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Crossmark Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jim Anthony Coppedge work?

Jim Anthony Coppedge is listed as Chief Compliance Officer at Crossmark Wealth Management, LLC on SEC Form ADV.

How much of Crossmark Wealth Management, LLC does Jim Anthony Coppedge own?

Form ADV reports a beneficial ownership band of Under 5%.

Crossmark Wealth Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2017
View Crossmark Wealth Management, LLC →

Crossmark Global Investments, Inc.

TitleChief Compliance Officer, General Counsel, And Corporate Secretary
OwnershipUnder 5%
Control personYes
Since2017
View Crossmark Global Investments, Inc. →