James Copper
Skinner Copper & Ehmen · Monroe, Tennessee
James Copper is a fee-only financial advisor at Skinner Copper & Ehmen in Monroe, Tennessee, who holds the CFP credential. James focuses on estate & legacy planning, student loans and small business owners. Skinner Copper & Ehmen reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Founders
- Retirees
- Early-career professionals
Facts
| Firm | Skinner Copper & Ehmen |
|---|---|
| Based in | Monroe, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $705.7M across 2,063 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN, TX · CRD 1006730 |
| Exams passed | Series 63 (1991) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.scewealth.com |
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Questions about James
Is James Copper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Skinner Copper & Ehmen reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Skinner Copper & Ehmen, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Copper based?
James Copper is based in Monroe, Tennessee.
What does James specialize in?
James's specialties include estate & legacy planning, student loans, small business owners and retirement planning. James works with physicians, founders, retirees and early-career professionals.
What credentials does James Copper hold?
James Copper holds the CFP credential.
Is James Copper registered with the SEC?
Yes. James Copper is registered as an investment adviser representative in TN and TX (CRD 1006730), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Skinner Copper & Ehmen manage?
Skinner Copper & Ehmen reports $705.7M across 2,063 accounts in assets under management.
How do I contact James Copper?
Through James's website, www.scewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Skinner Copper & Ehmen website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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