Hillary Cooper (CRD# 5494309) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Morristown, NJ and has over 7 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Morristown, NJ | May 2023 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Morristown, NJ | May 2023 - Current | < 1 |
| Jpmorgan Chase Bank Na | Summit, NJ | Nov 2019 - May 2023 | 3 |
| Jpmorgan Securities LLC | Summit, NJ | Nov 2019 - May 2023 | 3 |
| Self-employed (wealth Management Consulting) | Bernardsville, NJ | Jun 2019 - Nov 2019 | < 1 |
| Reshape Wealth Llc (belpointe Asset Management) | Jersey City, NJ | Jun 2019 - Jun 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Summit, NJ | Nov 2017 - May 2019 | 1 |
| Bank Of America, N.a. | Summit, NJ | Nov 2017 - May 2019 | 1 |
| Massachusetts Mutual Life Insurance Co | Summit, NJ | Mar 2018 - May 2018 | < 1 |
| Morgan Stanley | Short Hills, NJ | Jun 2016 - Nov 2017 | 1 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Mar 2016 - Nov 2017 | 1 |
| Morgan Stanley | Shrewsbury, NJ | Dec 2015 - Mar 2017 | 1 |
| Morgan Stanley | Short Hills, NJ | Nov 2015 - Dec 2015 | < 1 |
| Morgan Stanley | Morristown, NJ | Aug 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- NJ
- TX
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Total Assets Under Management212,929MILLIONS
-
Total Number of Accounts982,795ACCOUNTS
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Average Account Value$216,656
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
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