Joseph K. (Jay) Copeland, VP, Information Systems and Technology

Jay is a career IT professional with a wealth of experience in systems analysis, technical support, and production operations. His IT leadership spans 25 years in the consumer manufacturing and financial services industries. Jay strives for efficiency and cost savings through continuous process improvement and automation. He brings his many IT skills and talents to SFA to provide best business practices, enhanced system utilization, and IT governance around all SFA information systems and technology.

His core responsibilities include defining IT strategy and developing IT policy in line with SFA business strategy. Jay prides himself in providing consistent, exceptional support to both the local SFA office and the remote SFA advisors. Adapting to change and continuous improvement through the use of reliable and secure information systems are necessary to maintain a competitive advantage in today’s challenging business world.

Jay was born and raised in Georgia and earned his Bachelor of Science degree in Mathematical Science/ Computer Science from Columbus State University in Columbus, GA.

Contact Us

Strategic Blueprint LLC

2200 Century Parkway, Suite 500

Atlanta, Ga 30345

SFA Partners is a family of companies focused exclusively on empowering independent financial advisors. SFA Partners includes The Strategic Financial Alliance (SFA), member FINRA/SIPC, a broker-dealer and investment adviser; Strategic Blueprint, a registered investment adviser; and SFA Insurance Services. Our wide breadth of services enables us to support a variety of advisor business models. Parent company, SFA Holdings, Inc. is owned by advisors, employees, and individual investors.