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Jason Michael Faulder

Randy L. Copus AND Associates, LLC

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About Jason Michael Faulder

Jason Faulder is an Investment Advisor Representative associated with Randy L. Copus AND Associates, LLC. Jason is registered with the state of Ohio. Jason works at the firm's office in Lakeview, OH. Jason has been in the industry for more than 15 years. The firm provides services including portfolio management for individuals, financial planning and selection of other advisors.

Firm Information

Jason Faulder is currently registered with Randy L. Copus AND Associates, LLC. Randy L. Copus AND Associates, LLC is a financial advisor with 2 licensed agents and 2 investment advisor representatives. They offer financial planning, pension consulting, and selection of other advisors. They manage approximately $28 million in assets for 115 clients, primarily individuals.

$28.00M

Assets Under Management

4

Total Clients

2

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

12b-1 fees

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Jason Faulder’s Registration & Firm History

OH

05/01/2015 - Present

Randy L. Copus AND Associates,LLC (LAKEVIEW OH)

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Licenses & Designations

IA

Issued 05/01/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Michael Faulder.
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