Jason Cooper, financial advisor Lutherville-Timonium MD
83 score

Jason Cooper

CRD Number: 3060587
Current Firm: Capital Portfolio Management, Inc.

Jason Cooper (CRD# 3060587) is an Investment Advisor Representative working at Capital Portfolio Management, Inc. in Lutherville-Timonium, MD and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Baltimore, MD Jul 2009 - Feb 2016 6
Morgan Stanley Smith Barney Baltimore, MD Jun 2009 - Jul 2009 < 1
Citigroup Global Markets Inc. Baltimore, MD Feb 2006 - Jul 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jason E. Cooper
Phone Number: 410-667-4575
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $1,736,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States

MD

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BADGES
83

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