Jeffrey A. Coplan,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey A. Coplan, CFP®

Financial Advisor

Raymond James Financial Services, Inc

11985 Technology Drive, Suite 100
Eden Prairie, MN 55344
(952) 937-5003

General

Jeffrey Coplan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Raymond James Financial Services, Inc in Eden Prairie, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AAMS

Insurance Licenses

  • Life insurance: MN,SD
  • Fixed annuities: MN
  • Variable annuities: MN,SD

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Financial Advisor's Specialties

Annuities, Charitable & Planned Giving, Estate Planning, Mutual Funds, Retirement, Life Planning

More

Helpful Financial Planning Resources