Lisa Maria Kopco
Also appears in the source record as: Lisa Maria Borraccini
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (6)
- Series 66Series 63Series 7TOSIESeries 7Series 6
- Registered states (16)
- Arizona · California · Florida · Georgia · Illinois · Kentucky · Louisiana · Maine · Mississippi · Nevada · Ohio · Pennsylvania · South Carolina · Texas · Virginia · West Virginia
- Years in the industry (source record)
- 31
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Edward Jones
- Firm CRD
- 250
- SEC number
- 801-3297
- Assets under management
- $1.0T as of Jun 29, 2026
- Website
- www.twitter.com/EDWARDJONES ↗
- Phone
- 314-515-2000
- Firm location
- St. Louis, MO, 63131
Employment history (8)
From the source registration record · current first
-
Apr 26, 2022 → present
-
start not retrieved → present
-
Key Investment Services LLCBD capacityJan 23, 2009 → Nov 4, 2009
-
Mcdonald Investments Inc.IA capacityJan 12, 2005 → Feb 15, 2007
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Mcdonald Investments Inc.BD capacityJun 30, 2004 → Feb 15, 2007
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Mcdonald Investments Inc.BD capacityMay 14, 1999 → Nov 26, 2003
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Key Investments Inc.BD capacityMay 5, 1998 → May 14, 1999
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The Dreyfus Service CorporationBD capacityMar 13, 1995 → Apr 30, 1996
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.