Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wayne Cooper is a registered representative with Charles Schwab & Co., Inc. Jonathan Wayne Cooper is registered with the state of Texas. Jonathan has been in the industry since November 4, 1998. Prior to joining Charles Schwab & Co., Inc., Jonathan Wayne Cooper was employed by CYBERTRADER, INC. and H&R BLOCK FINANCIAL ADVISORS, INC. Jonathan Wayne Cooper's current firm is based in Austin, Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
03/21/2017 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
02/19/2004 - 12/07/2007
CYBERTRADER, INC. (AUSTIN TX)
MI
11/05/1998 - 03/24/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 03/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/15/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/27/2005
Series 3 - National Commodity Futures Examination
BC
Issued 02/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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