Cody Eppley, financial advisor Lititz PA

Cody Eppley

CRD Number: 7273363
Current Firm: Edward Jones

Cody Eppley (CRD# 7273363) is an Investment Advisor Representative working at Edward Jones in Lititz, PA and has over 2 years of experience in the finance industry.

Similar Advisors
Joseph Adamchak, financial advisor Lititz PA
Joseph P. Adamchak
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Jon Adams, financial advisor Lititz PA
Jon R. Adams
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Ann Ainsworth, financial advisor Lititz PA
Ann L. Ainsworth
CRD# 2110511
Mcfarland Associates
Company Name Location Dates Years
Edward Jones St Louis, MO Oct 2021 - Current 2
Unemployed Lancaster, PA Jul 2021 - Sep 2021 < 1
Northwestern Mutual Lancaster, PA Jun 2020 - Jun 2021 1
Unemployed Lancaster, PA Mar 2020 - Sep 2020 < 1
Lancaster Barnstormers Lancaster, PA Jan 2020 - Mar 2020 < 1
Virginia Commonwealth University Richmond, VA Aug 2019 - Jan 2020 < 1
Lancaster Barnstormers Lancaster, PA Feb 2019 - Oct 2019 < 1
Virginia Commonwealth University Richmond, VA Nov 2018 - Jan 2019 < 1
Southern Maryland Blue Crabs Waldorf, MD Feb 2018 - Nov 2018 < 1
Unemployed Mechanicsburg, PA Nov 2017 - Jan 2018 < 1
Southern Maryland Blue Crabs Waldorf, MD Jan 2017 - Nov 2017 < 1
Unemployed Mechanicsburg, PA Nov 2016 - Jan 2017 < 1
Southern Maryland Blue Crabs Waldorf, MD Feb 2016 - Nov 2016 < 1
Unemployed Mechanicsburg, PA Dec 2015 - Jan 2016 < 1
Southern Maryland Blue Crabs Waldorf, MD Jun 2015 - Nov 2015 < 1
Lancaster Barnstormers Lancaster, PA Jan 2015 - Jun 2015 < 1
Unemployed Mechanisburg, PA Nov 2014 - Jan 2015 < 1
Lancaster Barnstormers Lancaster, PA Aug 2014 - Oct 2014 < 1
Unemployed Mechanicsburg, PA Jul 2014 - Aug 2014 < 1
Pittsburgh Pirates Pittsburgh, PA Oct 2013 - Jun 2014 < 1
New York Yankees New York, NY Apr 2012 - Jun 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2022
Contact Info for Cody A. Eppley
Phone Number: 314-515-2000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.