Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Couper is a registered representative with J. W. Cole Advisors, Inc. Jonathan has been active in the industry since 2021 and is licensed in several states, including Connecticut, Massachusetts and New York. Jonathan holds Series 7TO, Series 22TO, Series 6, and Series 63 licenses, as well as the SIE exam. Jonathan has previously worked with Woodbury Financial Services, Inc. Jonathan's experience includes providing financial planning services, investment advisory services, and educational seminars.
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.
Hourly & fixed rate consulting
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.
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2
MA
05/24/2023 - Present
J. W. Cole Advisors, Inc. (Pittsfield MA)
CT
10/29/2021 - 05/16/2023
WOODBURY FINANCIAL SERVICES, INC. (EAST BERLIN CT)
BC
Issued 08/25/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2022
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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