Unclaimed Profile

Joseph M Cope

XPS CAPITAL LLC·ARLINGTON, Virginia

SIE, Series 7, Series 66CFPClean record21 years registeredXPS CAPITAL LLC

1700 N. MOORE ST., ARLINGTON, VA 22209CRD# 4777695Firm CRD# 311665

Profile Verification

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

Identity

Joseph M Cope · ARLINGTON, VA

Registration

CRD #4777695 · XPS CAPITAL LLC · 21 years registered

Brand Profile

Not yet started

Career History

COPE CONNELLY

Dec 2020 – present

JARRED BUNCH CONSULTING, LLC

Feb 2019 – Dec 2020

WASHINGTON, DC

PARK AVENUE SECURITIES LLC

Sep 2006 – Feb 2019

BETHESDA, MD

PRUDENTIAL FINANCIAL PLANNING SERVICES

Oct 2004 – Jul 2006

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 6, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

XPS CAPITAL LLC

CRD 311665 · SEC 801-124729

AUM

$245M

Regulatory assets under management

Employees

733 client accounts

Services offered by XPS CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at XPS CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Joseph M Cope offer?

Joseph M Cope specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARLINGTON, Virginia for a consultation.

What are Joseph M Cope's credentials?

Joseph M Cope holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph M Cope located?

Joseph M Cope is based in ARLINGTON, Virginia, working with XPS CAPITAL LLC. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.

How does Joseph M Cope charge for services?

Joseph M Cope's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is XPS CAPITAL LLC?

XPS CAPITAL LLC has approximately 4 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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