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
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2017 |
Crossmark Global Investments, Inc.
| Title | Chief Compliance Officer, General Counsel, And Corporate Secretary |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2017 |