Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Cooprider is a financial professional with over 20 years of experience in the industry. Jason currently works with LPL Financial LLC, and has also worked with MML Investors Services, LLC and AXA Advisors, LLC. Jason is registered as an Investment Advisor Representative in Virginia and is also licensed to provide investment advice in Florida, New Jersey and Virginia. Jason holds the Series 7 and 66 licenses. Jason is committed to helping clients reach their financial goals through comprehensive financial planning and investment management services. Jason specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
07/10/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
VA
06/15/2005 - 07/10/2024
MML INVESTORS SERVICES, LLC (WILLIAMSBURG VA)
NY
10/30/2003 - 06/09/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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