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Joseph Killingsworth Copeland

The Strategic Financial Alliance, Inc.

Atlanta, GA

CRD 6847982

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Employer firm

The Strategic Financial Alliance, Inc. CRD 126514

$382M regulatory AUM 30 advisory clients

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:

Current Employers
The Strategic Financial Alliance, Inc.

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-06-03
  • GA RA
    APPROVED
    Since 2025-06-03

Branch Locations

2200 Century Parkway Suite 500, Atlanta, GA 30345 • 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
OrganizationCityStateFromTo
The Strategic Financial Alliance Atlanta GA 09/2017 Present
Johnson Outdoors Racine WI 02/2013 09/2017
Timbrel Capital, Llc Atlanta GA 07/2018 Present
  • 09/2017 → Present
    The Strategic Financial Alliance
    Atlanta, GA
  • 02/2013 → 09/2017
    Johnson Outdoors
    Racine, WI
  • 07/2018 → Present
    Timbrel Capital, Llc
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-30
  • S66 Uniform Combined State Law Examination
    2025-05-30
Other Names
  • Jay Copeland

View on SEC IAPD

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