• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JEFFREY BLAIR KOPP
JEFFREY KOPP
CRD#: 3069742
IA
Investment Adviser
CARDEA CAPITAL ADVISORS, LLCCRD#: 307600 Jacksonville, FL
Registration History
2002200420062008201020122014201620182020202220242026IACARDEA CAPITAL ADVISORS, LLC (CRD# 307600)2021 - Present (3 years)IALINDNER CAPITAL ADVISORS, INC. (CRD# 108584)2005 - 2020 (15 years)IADISCIPLINED EQUITY MANAGEMENT,... (CRD# 129436)2004 - 2005 (1 year)IASHEARD & DAVEY ADVISORS LLC (CRD# 109635)2004 - 2004 (<1 year)IAMORGAN STANLEY (CRD# 7556)2002 - 2003 (1 year)
License(s)

State Registrations

IA
Georgia 5/3/2021

Current Registration(s)
IA
CARDEA CAPITAL ADVISORS, LLC (CRD#:307600)
Jacksonville, FL
Registered with this firm since 5/3/2021

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
03/10/2005 - 12/23/2020 LINDNER CAPITAL ADVISORS, INC. (CRD#:108584) Jacksonville, FL
IA
01/16/2004 - 02/09/2005 DISCIPLINED EQUITY MANAGEMENT, INC. (CRD#:129436) NEPTUNE BEACH, FL
IA
02/25/2004 - 03/11/2004 SHEARD & DAVEY ADVISORS LLC (CRD#:109635) NEPTUNE BEACH, FL
IA
01/22/2002 - 07/18/2003 MORGAN STANLEY (CRD#:7556) IRVINE, CA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.