Adam James Coppock

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 06/2016 → 03/2024
  Pruco Securities, Llc.
  Columbiana, OH
• 05/2016 → 11/2016
  Coppock Inc
  Rogers, OH
• 09/2016 → 03/2024
  Prudential Insurance Company Of America
  Columbiana, OH
• 03/2024 → Present
  Capital Wealth Group
  Canfield, OH
• 03/2024 → Present
  Raymond James Financial Services, Inc.
  Canfield, OH
• 03/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Canfield, OH

Previous Registrations

• 2017-01-03 → 2024-03-11
  Pruco Securities, Llc.
  Canonsburg, PA
  Columbiana, OH
  Poland, OH

Other Businesses

(1)Name of Business: Capital Wealth Group Address: 5731 Shields Rd Ste D, Canfield, OH, 44406-8682, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/04/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This OBA is for DBA purposes only and only a DBA support company. (2)Name of Business: Stable Health Insurance Group, LLC Address: 41931 Kelly Park Rd, Leetonia, OH, 44431, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/15/2018 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/operator of the insurance agency, engaging in Medicare sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-20
• S63 Uniform Securities Agent State Law Examination
  2016-09-08