Joseph Cope has been Managing Member & Chief Compliance Officer of XPS Capital since May 2019, is a control person of the firm and directly owns between 50% and 75% of it.
XPS Capital LLC is an Arlington, VA firm with $151M under management, 164 clients and 2 advisers in one office, as of its July 2026 filing.
Joe Cope is Founder of Cope Connelly, based in Arlington, VA. He founded Cope Connelly in 2014. Building on the firm's foundation of wealth management, he has grown Cope Connelly into a consultative multifamily office that melds institutional level strategy into high-net-worth application.
Joseph Cope’s longest registration was 12 years at Park Avenue Securities LLC (2006–2019). Before joining XPS Capital in 2020, Joseph Cope was registered through Jarred Bunch Consulting, LLC and Park Avenue Securities LLC.
- Jarred Bunch Consulting, LLC– · 1 yearWashington, DC · Adviser representative · Firm CRD 282863
- Park Avenue Securities LLC– · 12 yearsBethesda, MD · Adviser representative · Firm CRD 46173
- Prudential Financial Planning Services– · 1 yearBethesda, MD · Adviser representative · Firm CRD 5685
Professional designations
Listed by XPS Capital
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Joseph Cope is registered as an investment adviser representative in Virginia, since February 2021.
- VirginiaSince 24 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 May 2004 |
| Series 7 | General Securities Representative Examination | 16 April 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Michael Cope
- CRD
- 4777695
- Firm
- XPS Capital · CRD 311665
- Role
- Managing Member & Chief Compliance Officer
- Office
- 1700 N. MOORE ST., SUITE 1130, Arlington, VA 22209
- Registration
- Investment adviser registration
- In the industry since
- June 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- copeconnelly.com
Where does Joseph Cope work?
Joseph Cope has been Managing Member & Chief Compliance Officer of XPS Capital LLC since May 2019, and is a control person of the firm.
Is Joseph Cope a financial advisor?
Yes. Joseph Cope has a current investment-adviser registration in Virginia, through XPS Capital since December 2020.
How many years of experience does Joseph Cope have?
Joseph Cope has 22 years in the financial industry, since June 2004, across 4 adviser firms.
What exams has Joseph Cope passed?
Joseph Cope has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2004. FINRA credited Joseph Cope with the SIE, which began in October 2018.
Where did Joseph Cope work before XPS Capital?
Before XPS Capital, Joseph Cope was registered through Park Avenue Securities LLC, September 2006 to February 2019; Prudential Financial Planning Services, October 2004 to July 2006.
Where is Joseph Cope based?
Joseph Cope’s registered office is in Arlington, VA.
Is Joseph Cope registered with FINRA?
No. Joseph Cope has no current broker registration.
Is Joseph Cope a CFP?
XPS Capital lists Joseph Cope with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Joseph Cope’s record?
Search CRD 4777695 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Cope’s full registration record.