Jeremy Coppola

Paraplanner/Case Manager


Jeremy has passed both The General Securities Representative Series 7 Examination and The NASAA Uniform Combined State Law Series 66 Examination. He is also a licensed Insurance agent in the following fields:




Long-Term Care

Property and Casualty

Jeremy Graduated from Michigan State University in the Spring of 2023 with a Degree in Advertising Management, a Minor in Entrepreneurship, as well as a Minor in Business as well.


During the fall I love spending most of my free time in the woods, hunting has been a family tradition of mine for as long as I can remember. During the summer I always manage to find myself on the golf course with a great group of friends. I grew up in Fraser Michigan and attended De La Salle Collegiate for high school. I played hockey most of my life which fuels my love to consume a large amount of sports today. I enjoy spending time with my friends, family, and most importantly, my furry friend Sampson. He is a Native American Indian Dog that me and my family welcomed home in October of 2023. 


Professional Focus:

As a Case Manager for Clayton, I handle a large portion of the servicing and new business administration for Cobblestone. This position is designed to address the needs of both the current and the future Clients’ Case Management needs for Cobblestone Financial. It also serves the purpose of a Licensed Advisor’s Professional Growth & Development of Financial Planning through the Interactions with Clients as well as Future Business Development.

Phone 248-216-1860