JC
Jason A. Cooper
PROSPERITY CAPITAL ADVISORS
South Easton, MA 02375
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CRD#: 5680957
JC
Professional summary
Jason Andrew Cooper, who also goes by Jason A Cooper, is a registered financial advisor currently at PROSPERITY CAPITAL ADVISORS located in South Easton, Massachusetts.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jason has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason A Cooper
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.
1) JASON A. COOPER CPA POSITION: Owner NATURE: ACCOUNTING INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 35 START DATE: 01/01/2009 ADDRESS: 20 Speen Street, Suite 103, Framingham MA 01701 DESCRIPTION: Owner of CPA firm 2) JASON COOPER POSITION: Agent NATURE: Insurance -Fixed Annuities and Life/Health INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/12/2009 ADDRESS: 20 Speen Street, Suite 103, Framingham MA 01701, United States DESCRIPTION: Sales and service of insurance products 3) HOLLISTON YOUTH BASKETBALL ASSOCIATION, INC. POSITION: President and Director NATURE: Charity/Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2020 ADDRESS: 121 Mohawk Path, Holliston MA 01746, United States DESCRIPTION: I will be acting in the role as President and Director assisting Holliston Youth Basketball in ongoing activities. 4) HOLLISTON YOUTH BASEBALL AND SOFTBAL ASSOCIATION POSITION: Vice President and Director NATURE: Charity/Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2021 ADDRESS: 121 Mohawk Path, Holliston MA 01746, United States DESCRIPTION: Provide volunteer support as Vice President and Director for activities such as coaching and coordinating for youth baseball and softball.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 14, 2023 - Present
PROSPERITY CAPITAL ADVISORS
Office #1: 944 Washington St., Suite1a, South Easton, MA 02375RIA
CRD#: 156480
South Easton, MA
Past
October 14, 2009 - July 27, 2023
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
FRAMINGHAM, MA
Past
June 18, 2009 - July 27, 2023
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
NATICK, MA
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".
PC
PROSPERITY CAPITAL ADVISORS
C2P CAPITAL ADVISORY GROUP, LLC | WEALTH LOGIC SOLUTIONS | UNITED FINANCIAL SOLUTIONS | THE SMITH GROUP TAX & WEALTH ADVISORS | THE JL SMITH GROUP | THE CHAMBERLIN GROUP | PROSPERITY CAPITAL ADVISORS
CRD#: 156480 / SEC#: 801-72187
RIA
Registered Investment Advisory firm - (3/22/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(7/14/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PC
PROSPERITY CAPITAL ADVISORS
C2P CAPITAL ADVISORY GROUP, LLC | WEALTH LOGIC SOLUTIONS | UNITED FINANCIAL SOLUTIONS | THE SMITH GROUP TAX & WEALTH ADVISORS | THE JL SMITH GROUP | THE CHAMBERLIN GROUP | PROSPERITY CAPITAL ADVISORS
CRD#: 156480 / SEC#: 801-72187
RIA
Registered Investment Advisory firm - (3/22/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
30400 Detroit Road Suite 201, Westlake, OH 44145
Mailing Address
Phone number
(888) 240-0064
Established
Firm type
Fiscal year end
# of Employees
202
SEC notice filing (42 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,823 |
| AUM (Assets Under Management) | $ 3,684,966,200 |
Red Flags
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Company Information
PROSPERITY CAPITAL ADVISORS
CRD#: 156480South Easton, MA 02375TRUST BUT VERIFY
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