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James Copper, portrait

James Copper

Managing Member at Skinner, Copper & Ehmen Wealth Management in Monroe, TN

Investment adviser registrationUpdated

James Copper is Managing Member of Skinner, Copper & Ehmen Wealth Management, LLC, an investment adviser managing $706M, and works from its Monroe, TN office. James Copper has been registered as an investment adviser representative through Skinner, Copper & Ehmen Wealth Management since 15 February 2012, has 26 years in the industry across 2 firms and has passed the Series 6, Series 7, Series 63 and Series 12.

26
Years in industry
14
Years at firm
2
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

James Copper has been Managing Member of Skinner, Copper & Ehmen Wealth Management since January 2012, is a control person of the firm and directly owns between 25% and 50% of it. James Copper holds a Degree in Math from the University of Illinois.

Skinner, Copper & Ehmen Wealth Management, LLC is a Springfield, IL firm with $706M under management, 571 clients and 6 advisers in one office, as of its January 2026 filing.

James Copper is with Skinner Copper & Ehmen Wealth Management, LLC. He joined Northwestern Mutual Life in 1977 after teaching, and in March 2000 left Northwestern to build a more comprehensive planning practice. He is the architect and implementer of the Confidence Focus Experience™, a life planning process.

James Copper’s longest registration is the current one, 14 years at Skinner, Copper & Ehmen Wealth Management since 2012. Before joining Skinner, Copper & Ehmen Wealth Management in 2012, James Copper was registered through NFP Securities, Inc.

  1. – present · 14 years
    Monroe, TN · Adviser representative · Firm CRD 159255
  2. NFP Securities, Inc.
    – · 11 years
    Springfield, IL · Adviser representative · Firm CRD 42046

Credentials and registrations

Professional designations

Listed by Skinner, Copper & Ehmen Wealth Management

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Life Underwriter (CLU®)

Investment adviser representative registrations

James Copper is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2012; the most recent is Tennessee, in May 2025.

  • TennesseeSince 5 May 2025
  • TexasResidentSince 15 February 2012

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 1212 October 1993
Name
NYSE Branch Manager Examination
Series 6327 August 1991
Name
Uniform Securities Agent State Law Examination
Series 717 May 1986
Name
General Securities Representative Examination
Series 616 October 1981
Name
Investment Company Products/Variable Contracts Representative Examination

Key facts

Full name
James David Copper
CRD
1006730
Role
Managing Member
Office
Monroe, TN
Registration
Investment adviser registration
In the industry since
March 2000
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does James Copper work?

James Copper has been Managing Member of Skinner, Copper & Ehmen Wealth Management, LLC since January 2012, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 29 January 2026

Is James Copper a financial advisor?

Yes. James Copper has a current investment-adviser registration in Tennessee and Texas, through Skinner, Copper & Ehmen Wealth Management since February 2012.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does James Copper have?

James Copper has 26 years in the financial industry, since March 2000, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has James Copper passed?

James Copper has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 12. The earliest, the Series 6, was passed in October 1981. FINRA credited James Copper with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where is James Copper based?

James Copper’s registered office is in Monroe, TN.

Source: IAPD individual record, checked 22 October 2026

Is James Copper registered with FINRA?

No. James Copper has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is James Copper a CFP?

Skinner, Copper & Ehmen Wealth Management lists James Copper with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.

Source: James D. Copper biography, scewealth.com

How can I verify James Copper’s record?

Search CRD 1006730 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Copper’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Skinner, Copper & Ehmen Wealth Management

Sources

  1. IAPD individual record, CRD 1006730, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Skinner, Copper & Ehmen Wealth Management, LLC, filed 29 January 2026. Title, control and ownership bands.
  3. Skinner, Copper & Ehmen Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.