James Copeland is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2022-12-01 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2016-12-15 | 2022-11-23 | — |
| J.P. MORGAN SECURITIES LLC | 2012-10-01 | 2016-12-07 | — |
| CHASE INVESTMENT SERVICES CORP. | 2012-08-24 | 2012-10-01 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2012-01-27 | — |
| MORGAN STANLEY & CO. LLC | 2008-07-10 | 2009-06-01 | — |