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JC

Jason M. Cope

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CRD#: 2623967
JC

Professional summary


Jason Michael Cope was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jason is a previously registered financial professional and started their career in finance in 1995. Prior to being barred, Jason had worked at 4 firms, which includes LEGEND MERCHANT GROUP INC., AC FINANCIAL INC., FAIRCHILD FINANCIAL GROUP INC., L.C. WEGARD & CO. INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 27, 2000 - June 20, 2001

LEGEND MERCHANT GROUP, INC.

BD
CRD#: 5155
NEW YORK, NY
Past

September 2, 1999 - February 5, 2000

AC FINANCIAL, INC.

BD
CRD#: 21616
PALM HARBOR, FL
Past

November 20, 1995 - June 28, 1999

FAIRCHILD FINANCIAL GROUP, INC.

BD
CRD#: 21404
NEW YORK, NY
Past

July 11, 1995 - November 21, 1995

L.C. WEGARD & CO., INC.

BD
CRD#: 3722
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/17/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


LM
LEGEND MERCHANT GROUP, INC.
I. A. RABINOWITZ & CO. | LEGEND MERCHANT GROUP, INC. | IAR SECURITIES CORP.

CRD#: 5155 / SEC#: 801-63525, 8-21703

BD
Abandoned by SEC on 12/02/2020
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Contact information


Main Address
100 Bush Street, Suite 428, San Francisco, CA 94104
Mailing Address
Phone number
Established
New York since 11/17/1994
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
LEDGE END CORP.OWNER
UNSWORTH, DAVID WOODS JRCHAIRMAN, CCO, CEO & PRESIDENT1609040

Disclosures


Regulatory Event12
Arbitration4
Judgment/Lien4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LEGEND MERCHANT GROUP, INC.

CRD#: 5155

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