Joseph David Copeland

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 03/2008 → 08/2017
  Stifel Nicolaus
  Indianapolis, IN
• 08/2017 → 08/2026
  Morgan Stanley
  Indianapolis, IN
• 10/2017 → 08/2026
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2026 → Present
  Raymond James & Associates, Inc.
  Carmel, IN
• 10/2017 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2017-08-17 → 2026-08-24
  Morgan Stanley
  Indianapolis, IN
• 2008-03-12 → 2017-08-25
  Stifel, Nicolaus & Company, Incorporated
  Indianapolis, IN
• 2006-09-04 → 2008-02-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN

Other Businesses

1.) Touch NFT-Holds a Patent blockchain access to a physical item Part Owner-22.5% This company owns a patent. It is for a physical piece that would connect a blockchain to verify ownership No Comp 2.) Cosa Entertainment Part Owner-22.5% Creates NFT's and other entertainment related tech assets No Comp

Exams

• S66 Uniform Combined State Law Examination
  2006-09-02

Other Names

• Joseph David Copeland
• Joe Copeland