Jeffrey Blair Kopp

Employer firm

Cardea Capital Advisors, LLC CRD 307600

$124M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2006 → Present
  Lindner Capital Advisors, Inc.
  Marietta, GA
• 10/2020 → Present
  Cardea Capital Advisors, Llc
  Atlanta, GA

Previous Registrations

• 2005-03-10 → 2020-12-23
  Lindner Capital Advisors, Inc.
  Jacksonville, FL
  Jacksonville, FL
• 2004-01-16 → 2005-02-09
  Disciplined Equity Management, Inc.
  Neptune Beach, FL
• 2004-02-25 → 2004-03-11
  Sheard & Davey Advisors Llc
  Neptune Beach, FL
• 2002-01-22 → 2003-07-18
  Morgan Stanley Dw Inc.
  Irvine, CA

Other Businesses

Name of Business: Church of Eleven22 Address: 14286 Beach Boulevard #2, Jacksonville, FL 32250. Position: Prison Ministry Director Description of Duties: Approximately 1-3 hours per day are spent during trading hours as point of Contact for FL Department of Corrections for prison chapels to show sermons. Compensation: Salary Start Date: June 18, 2018

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-12-01
• S65 Uniform Investment Adviser Law Examination
  1998-05-21

Other Names

• Jeffrey Kopp