Joseph
Cope
Cope Corrales
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About this Advisor
Joseph Cope is a certified financial planner based out of Washington, District Of Columbia who has 3 years of industry experience. Cope is currently employed by Cope Corrales. During their career, the advisor has held roles at Guardian Life Insurance Company, Park Avenue Securities, Cope Corrales, Jarred Bunch Consulting, LLC, First Financial Group and Xps Capital LLC. Cope maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in District Of Columbia, Texas and Virginia. Cope Corrales is a company that has its headquarters in Washington, DC. It has offices in two locations and a total of six employees. It administers $141 million in assets among its 610 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm serves four charities and foundations. Of its 610 accounts, just 10% belong to high-net-worth investors who have at least $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars and other services. Fees for financial advisory services depend on which services the firm provides the client. However, fees billed by Cope Corrales most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cope Corrales Brokerage Details
$140,851,141
6
610
$230,904
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Joseph Cope Work History
Joseph has been registered as a financial advisor for 3 years.*
Xps Capital LLC
Cope Corrales
Jarred Bunch Consulting, LLC
Guardian Life Insurance Company
Park Avenue Securities
First Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Cope to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cope Corrales
Washington, DC
Washington, DC
Washington, DC
Weston, FL
Washington, DC
Washington, DC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
