Jeffrey Cooper, financial advisor Arden NC

Jeffrey Cooper

CRD Number: 6366670
Current Firm: Matson Money, Inc.

Jeffrey Cooper (CRD# 6366670) is an Investment Advisor Representative working at Matson Money, Inc. in Arden, NC and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Lifestyle Freedom Advisory Group, LLC Bradenton, FL Dec 2020 - Current 3
Lifestyle Freedom Safe Harbor, LLC Bradenton, FL Dec 2020 - Current 3
Matson Money, Inc. Mason, OH Jan 2017 - Current 7
Alphamark Wealth Fka Sentry Wealth, Inc. Asheville, NC Apr 2014 - Current 9
Cooper Law Firm, P.c. Dba Sentry Law, Wealth And Tax Asheville, NC Jan 2010 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Jeffrey M. Cooper
Phone Number: 513-204-8000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    17,684
    MILLIONS
  • Total Number of Accounts
    30,322
    ACCOUNTS
  • Average Account Value
    $583,192
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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