Unclaimed Profile

Jacob O Eggett

COPPERWYND FINANCIAL, LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 63, Series 66Clean record19 years registeredCOPPERWYND FINANCIAL, LLC

14256 N. NORTHSIGHT BLVD., SCOTTSDALE, AZ 85260CRD# 5066522Firm CRD# 143442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob O Eggett · SCOTTSDALE, AZ

Registration

CRD #5066522 · COPPERWYND FINANCIAL, LLC · 19 years registered

Brand Profile

Not yet started

Career History

LIDO

Jun 2025 – present

COPPERWYND FINANCIAL

Feb 2016 – Jun 2025

South Jordan, UT

AMERIVEST INVESTMENT MANAGEMENT, LLC

Jul 2010 – Feb 2016

SALT LAKE CITY, UT

TD AMERITRADE, INC.

Jul 2010 – Feb 2016

SALT LAKE CITY, UT

STRATEGIC ADVISERS, INC.

Aug 2007 – Jun 2010

LONE TREE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · August 6, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COPPERWYND FINANCIAL, LLC

CRD 143442 · SEC 801-67763

AUM

$531M

Regulatory assets under management

Employees

1,938 client accounts

Services offered by COPPERWYND FINANCIAL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at COPPERWYND FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jacob O Eggett offer?

Jacob O Eggett specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Jacob O Eggett's credentials?

Jacob O Eggett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob O Eggett located?

Jacob O Eggett is based in SCOTTSDALE, Arizona, working with COPPERWYND FINANCIAL, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Jacob O Eggett charge for services?

Jacob O Eggett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COPPERWYND FINANCIAL, LLC?

COPPERWYND FINANCIAL, LLC has approximately 9 employees and manages $531M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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