Brenton CoopCRD Number: 1371511
Current Firm: J.p. Morgan Securities LLC
Brenton Coop (CRD# 1371511) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lexington, KY and has over 31 years of experience in the finance industry. Brenton Coop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|J.p. Morgan Securities LLC||Lexington, KY||Oct 2012 - Current||4|
|Chase Investment Services Corp.||Chicago, IL||Jul 2005 - Oct 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1985|
|S65||NASAA Investment Advisors Law Examination||Oct 1992|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV