linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Lee Kooyer

Captrust Financial Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Lee Kooyer

Jason Kooyer is an investment advisor representative at Captrust Financial Advisors. Jason has been working in the financial services industry since 2001. Jason has experience in financial planning, portfolio management, and pension consulting. Jason holds a Series 7, 63, and 65 licenses and is registered in Michigan. Captrust Financial Advisors is a registered investment advisor with over $1.7 billion in assets under management. They provide financial planning and investment management services to individuals, families, and institutions.

Firm Information

Jason Kooyer is currently registered with Captrust Financial Advisors. Captrust Financial Advisors is an investment advisory firm based in HOLLAND, MI. Founded in 2000, they provide financial planning, pension consulting, and portfolio management services to individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage approximately $1.71 billion in assets.
Captrust Financial Advisors

85 E 8TH STREET

HOLLAND, MI 49423

$1.70B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Kooyer’s Registration & Firm History

MI

05/13/2015 - Present

Captrust Financial Advisors (HOLLAND MI)

MI

06/15/2002 - 04/01/2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HOLLAND MI)

NC

12/21/2001 - 06/15/2002

CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)

Not sure if Jason Lee Kooyer is right for you?

Licenses & Designations

IA

Issued 03/30/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Lee Kooyer.
Not sure if Jason Lee Kooyer is right for you?