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Chief Compliance Officer, General Counsel, and Corporate Secretary · Crossmark Global Investments, Inc.

Jim A. Coppedge

CRD 3275004 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Crossmark Global Investments, Inc., an SEC-registered asset manager based in Houston, TX with $9.0 billion in regulatory assets, lists Jim A. Coppedge on its Form ADV as Chief Compliance Officer, General Counsel, and Corporate Secretary, a control person. The SEC filings also name Jim at 1 other registered adviser.

Firms and roles

AtlasMembers

Jim’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Robert C. DollChief Executive Officer / Chief Investment Officer, Crossmark Global Investments, Inc.
  • Heather T. LindseyManaging Director, Crossmark Global Investments, Inc.
  • James A. JacobyChief Operating Officer, Crossmark Global Investments, Inc.
  • Scott H. WynantManaging Director, Crossmark Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jim’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.