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Find Top Financial Advisors in Idaho


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Qualifications of Financial Advisor in Idaho

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List of Financial Advisors in Idaho
Financial Advisor Office Location Phone Number
Jared Copinga
Edelman Financial Engines, LLC
3597 E. Monarch Sky Lane,
Meridian, ID  83646
(866) 711-4496

Information on Qualified Financial Advisors in Idaho

Qualifications CRD# 3185621
FirmCRD# 104510
Series 6, 7, 24, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 3597 E. Monarch Sky Lane,
Suite F-240,
Meridian,
ID 
83646
Phone Number (866) 7114496

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 1998. Successfully completed the Series 6, 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Studied Chemistry at the University of Utah. Married to Robyn. They have three children: Aidan, Ella, and Lily. Jared enjoys hiking, photography, and smoking BBQ.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in Idaho
American Independent Securities Group, Llc Eagle, ID
Provident Financial Advisors, LLC Shelley, ID
Capital Financial Solutions, LLC. Boise, ID

Select other cities in Idaho to broaden your search for a financial advisor