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Jeffrey K

Series 63, Series 65

Jacksonville, FL

Cardea Capital Advisors, LLC

Jeffrey Kopp is a financial advisor with Cardea Capital Advisors, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Cardea since 2020 and previously spent 14 years at Lindner Capital Advisors, Inc. Outside of his advisory work, he serves as Prison Ministry Director for the Church of Eleven22. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm employs a Modern Portfolio Theory investment approach using diversified, risk-based model portfolios and offers various account management services along with wholesaling, marketing support, and educational seminars.

General retirement planning Income planning Private / alternative investments
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