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RIA / WealthAdvisor28 years in industry

JEFFREY BLAIR KOPP

Advisor at CARDEA CAPITAL ADVISORS, LLC

VERO BEACH, FL | Jacksonville, FL

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Search this name across graphsid dfx:ria:980144e4-857f-80f6-e5d4-d87ad5126aa0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 22, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CARDEA CAPITAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 21, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 21, 1998
First registration: Jan 22, 2002
Dual registered: no
Other names: JEFFREY KOPP
IAPD individual key: 3069742

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CARDEA CAPITAL ADVISORS, LLC	Independent wealth	May 3, 2021	n/a	yes	Jacksonville, FL\|VERO BEACH, FL	Current employment
LINDNER CAPITAL ADVISORS, INC.	Former SEC adviser	Mar 10, 2005	Dec 23, 2020	no	JACKSONVILLE, FL\|Jacksonville, FL	Previous registration
SHEARD & DAVEY ADVISORS LLC	n/a	Feb 25, 2004	Mar 11, 2004	no	NEPTUNE BEACH, FL	Previous registration
DISCIPLINED EQUITY MANAGEMENT, INC.	Independent wealth	Jan 16, 2004	Feb 9, 2005	no	NEPTUNE BEACH, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	Jan 22, 2002	Jul 18, 2003	no	IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LINDNER CAPITAL ADVISORS, INC.	CARDEA CAPITAL ADVISORS, LLC	Dec 23, 2020	May 3, 2021	131	Firm change	RIA to RIA
DISCIPLINED EQUITY MANAGEMENT, INC.	SHEARD & DAVEY ADVISORS LLC	Feb 9, 2005	Feb 25, 2004	-350	Firm change after gap	Other
SHEARD & DAVEY ADVISORS LLC	LINDNER CAPITAL ADVISORS, INC.	Mar 11, 2004	Mar 10, 2005	364	Firm change	Other
MORGAN STANLEY DW INC.	DISCIPLINED EQUITY MANAGEMENT, INC.	Jul 18, 2003	Jan 16, 2004	182	Firm change	Other

Relationships

Registered with (5)

→ CARDEA CAPITAL ADVISORS, LLCRegistered adviserregistration: current employment
May 3, 2021 to presentfactForm ADV
→ LINDNER CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 10, 2005 to Dec 23, 2020factForm ADV
→ DISCIPLINED EQUITY MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 16, 2004 to Feb 9, 2005factForm ADV
→ SHEARD & DAVEY ADVISORS LLCRegistered adviserregistration: previous registration
Feb 25, 2004 to Mar 11, 2004factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jan 22, 2002 to Jul 18, 2003factForm ADV

Dated events

No dated event names this entity yet.