Jared Copeland

Current Employers

United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2021-07-13

UT RA
APPROVED

Since 2021-07-13

Branch Locations

Mendon, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
American United Life	Logan	UT	05/2016	02/2021
Oneamerica Securities	Logan	UT	10/2016	02/2021
United Capital Financial Advisers, Llc	Newport Beach	CA	06/2021	Present
Unemployed	Salt Lake City	UT	02/2021	06/2021
Lion Street Financial	Mendon	UT	02/2024	04/2025

05/2016 → 02/2021

American United Life

Logan, UT
10/2016 → 02/2021

Oneamerica Securities

Logan, UT
06/2021 → Present

United Capital Financial Advisers, Llc

Newport Beach, CA
02/2021 → 06/2021

Unemployed

Salt Lake City, UT
02/2024 → 04/2025

Lion Street Financial

Mendon, UT

Previous Registrations

2017-04-06 → 2021-02-27

Oneamerica Securities, Inc.

Logan, UT

Nampa, ID

Indianapolis, IN

Other Businesses

Owner of Mendon Peak, a real estate organization. Organization's primary address is in Mendon, UT. Organization is not primarily engaged in investment-related activity. Start date was January 5, 2016. Less than three hours per month. Duties include assisting in managing the affairs of the organization.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-03-30
S63	Uniform Securities Agent State Law Examination	2016-11-28

S65 Uniform Investment Adviser Law Examination

2017-03-30
S63 Uniform Securities Agent State Law Examination

2016-11-28

Other Names

Jared Scott Copeland

View on SEC IAPD