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Leonard Jon Cooperman

MJC Advisors, LLC

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About Leonard Jon Cooperman

Leonard Cooperman is an investment advisor representative with MJC Advisors, LLC. Leonard is registered with the state of Maryland, New York, and Texas. Leonard has been in the industry since September 2013. Leonard's areas of expertise include financial planning and portfolio management for individuals. Previous firms include CREDIT SUISSE SECURITIES (USA) LLC, GRUPPO, LEVEY & CO., and BEAR, STEARNS & CO. INC..

Firm Information

Leonard Cooperman is currently registered with MJC Advisors, LLC. MJC Advisors, LLC is an investment advisor that provides financial planning and portfolio management services to individuals and retirement plans. The firm has $144,562,779 in assets under management and serves 333 clients.

$144.56M

Assets Under Management

Not reported

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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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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percentage of assets

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

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Leonard Cooperman’s Registration & Firm History

MD

05/07/2015 - Present

MJC Advisors, LLC (LUTHERVILLE MD)

NY

10/10/2011 - 09/11/2013

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

02/02/2009 - 10/19/2011

GRUPPO, LEVEY & CO. (NEW YORK NY)

NY

09/08/2005 - 06/11/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/12/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leonard Jon Cooperman.
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