Jeffrey CoplanCRD Number: 5499844
Current Firm: Strategic Advisers, Inc.
Jeffrey Coplan (CRD# 5499844) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Los Gatos, CA and has over 8 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Fidelity Investments||Merrimack, NH||Feb 2008 - Current||9|
|Fidelity Investments||Merrimack, NH||Oct 2006 - Feb 2008||1|
|Chateau Restaurant||Manchester, NH||Apr 2007 - Jan 2008||< 1|
|Spectrum Health Systems||Methuen, MA||Oct 2001 - Dec 2007||6|
|Countryside Golf Club||Dunbarton, NH||May 1998 - Sep 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2008|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV