Jason T. Vigilante

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CRD#: 4577397

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jason Thomas Vigilante, who also goes by Jason VIgilante, was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 2002. Jason had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jason Vigilante

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

December 8, 2015 - August 8, 2018

COPELAND CAPITAL MANAGEMENT, LLC

RIA

CRD#: 135822

Manalapan, NJ

Past

November 30, 2015 - July 31, 2018

NORTHERN LIGHTS DISTRIBUTORS, LLC

CRD#: 126159

ELKHORN, NE

Past

June 28, 2013 - August 24, 2015

FORESIDE FUND SERVICES, LLC

CRD#: 46106

NEW YORK, NY

Past

May 15, 2012 - June 11, 2013

NEUBERGER BERMAN BD LLC

RIA

CRD#: 2908

NEW YORK, NY

Past

April 3, 2012 - June 11, 2013

NEUBERGER BERMAN BD LLC

CRD#: 2908

NEW YORK, NY

Past

April 2, 2007 - August 17, 2007

ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLC

RIA

CRD#: 108057

STAMFORD, CT

Past

March 15, 2007 - March 12, 2012

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

CRD#: 25567

NEW YORK, NY

Past

April 17, 2003 - January 5, 2007

NEW ENGLAND SECURITIES

CRD#: 615

FAIRFIELD, NJ

Past

September 24, 2002 - March 20, 2003

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COPELAND CAPITAL MANAGEMENT, LLC

CRD#: 135822 / SEC#: 801-68586

RIA

Registered Investment Advisory firm - (11/19/2007 Approved)

Massachusetts

Registered Investment Advisory firm - (1/7/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/28/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/12/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/31/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 8/19/2014

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 6/12/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/23/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COPELAND CAPITAL MANAGEMENT, LLC

CRD#: 135822 / SEC#: 801-68586

RIA

Registered Investment Advisory firm - (11/19/2007 Approved)

Massachusetts

Registered Investment Advisory firm - (1/7/2008 Terminated)

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Contact information

Main Address

161 Washington Street Suite 1325, Conshohocken, PA 19428

Mailing Address

Phone number

(484) 351-3700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B (2/25/2025)

ADV PART 2A (2/25/2025)

Regulatory assets under management

Total Number of Accounts	2,599
AUM (Assets Under Management)	$ 4,947,657,452

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.

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Advisor Monitoring

Firm Stability Insights

Jason T. Vigilante

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NORTHERN LIGHTS DISTRIBUTORS, LLC

FORESIDE FUND SERVICES, LLC

NEUBERGER BERMAN BD LLC

NEUBERGER BERMAN BD LLC

ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLC

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

NEW ENGLAND SECURITIES

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

COPELAND CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2007

Series 63

Date: 10/12/2002

SIE

Date: 7/31/2018

Series 3

Date: 8/19/2014

Series 7

Date: 6/12/2007

Series 6

Date: 9/23/2002

Current Firm

COPELAND CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COPELAND CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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