Jeffrey Kopp
Cardea Capital Advisors · Jacksonville, Florida
Jeffrey Kopp is a fee-only financial advisor at Cardea Capital Advisors in Jacksonville, Florida. Jeffrey focuses on cross-border (US / Canada), family wealth transfer and sustainable & impact investing. Cardea Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Cardea Capital Advisors |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $124.2M across 393 accounts |
| SEC registration | Investment adviser representative in GA · CRD 3069742 |
| Exams passed | Series 63 (2000) · Series 65 (1998) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | cardeacap.com |
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Questions about Jeffrey
Is Jeffrey Kopp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Cardea Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Cardea Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Kopp based?
Jeffrey Kopp is based in Jacksonville, Florida.
What does Jeffrey specialize in?
Jeffrey's specialties include cross-border (US / Canada), family wealth transfer, sustainable & impact investing and estate & legacy planning. Jeffrey works with ultra high net worth and multi-generational families.
Is Jeffrey Kopp registered with the SEC?
Yes. Jeffrey Kopp is registered as an investment adviser representative in GA (CRD 3069742), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cardea Capital Advisors manage?
Cardea Capital Advisors reports $124.2M across 393 accounts in assets under management.
How do I contact Jeffrey Kopp?
Through Jeffrey's website, cardeacap.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
- Cardea Capital Advisors 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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