Jonathan Scott Cooper
Professional Summary
Jonathan Scott Cooper, who also goes by Jon Cooper, Jonathan Cooper, is a registered financial advisor currently at JOY EQUITY MANAGEMENT LLC located in Boulder, Colorado. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jonathan has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 79 and Series 62 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jon Cooper, Jonathan Cooper
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
JOY EQUITY MANAGEMENT LLC
Contact Information
Main Address
Boulder, COMailing Address
2525 Arapahoe Ave., Unit E4-205, Boulder, CO 80302Phone Number
(720) 986-2569# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
12AUM (Assets Under Management)
$9,200,600Similar Advisors
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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.
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State Registrations and Notice Filings
(5/28/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Sep 2011About the Series 79 examSeries 62 — Corporate Securities Limited Representative Examination
Passed Oct 2006Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Scott Cooper's CRS (Customer Relationship Summary).
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