Unclaimed
Jason Cooper is a financial advisor at Prosperity Capital Advisors and has been in the industry for over 14 years. Jason holds the Series 66, Series 7 and SIE licenses. Jason is based in South Easton, MA. He is also the owner of JASON A. COOPER CPA, LLC and is a Certified Public Accountant. Jason is dedicated to providing clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
07/14/2023 - Present
Prosperity Capital Advisors (South Easton MA)
MA
06/18/2009 - 07/27/2023
NEXT FINANCIAL GROUP, INC. (NATICK MA)
BOTH
Issued 08/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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