James Copper, financial advisor Springfield IL
96 score

James Copper

CRD Number: 1006730
Current Firm: Skinner, Copper & Ehmen Wealth Management, LLC

James Copper (CRD# 1006730) is an Investment Advisor Representative working at Skinner, Copper & Ehmen Wealth Management, LLC in Springfield, IL and has over 25 years of experience in the finance industry. James Copper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Feb 2012 - Current 4
Skinner Copper & Ehmen Springfield, IL Jan 2009 - Current 7
Schwartz & Copper Financial Springfield, IL Mar 2000 - Dec 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
Contact Info for James D. Copper
Phone Number: 217-753-4020
Firm Website: http://www.scewealth.com
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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