Jason S. Co
COPLANNING FINANCIAL LLC
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 6290573
Professional summary
Jason Sy Co, CFP®, who also goes by Jason S Co, Jason Sy Co, is a registered financial advisor currently at COPLANNING FINANCIAL LLC located in Overland Park, Kansas.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jason has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
When partnering with me to plan for your Chinese immigrant parents' retirement, you can count on everyone's voice being heard and understood. I am most fluent in English and also speak Cantonese and Mandarin fluently enough that my parents never nag me to speak more.
Question & Answer
What are your service offerings?
Social Security Planning
Investment Planning
Debt Management
Insurance Planning
Retirement Planning
Life Transitions
Education Planning
Retirement Income Management
Comprehensive Financial Planni...
Estate Planning
Long-term Care
Do you have an area of expertise or specialization?
AUM
Baby Boomers
Hourly
Investment Advice with Ongoing...
Real Estate Investments
Retirement Plan Investment Adv...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Jason S Co | Jason Sy Co
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) Name of Outside Business: Rental Properties; Investment Related:No; Address of Outside Business: St. Louis, MO; Nature of Outside Business: Rental Property; Position: Owner; Start Date:12/13/2012; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: I purchase and rent out single family homes in St. Louis. (2) Name of Outside Business: FAANetwork LLC; Investment Related:No; Address of Outside Business: 4601 E. Douglas, Ste 150, Wichita, KS 67218; Nature of Outside Business: Marketing; Position: Owner/Managing Member; Start Date: 08/2025; Hours per month: 5-10/week; Hours per month during securities trading hours: 2-3hrs/week; Description of Duties: I operate FAANetwork LLC, an online professional directory and marketing platform where fiduciary, fee-only financial advisors can subscribe to maintain a profile and be searchable by clients. Duties include administrative oversight, technology management, and community building. The business does not provide investment advice, securities recommendations, or client asset management.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Sy Co's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
September 14, 2021 - Present
COPLANNING FINANCIAL LLC
Office #1: 7300 West 110th Street Commerce Plaza I 7th Floor, Overland Park, KS, 66210RIA
CRD#: 315970
Overland Park, KS
Past
July 26, 2018 - August 26, 2021
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
St Louis, MO
Past
March 29, 2018 - July 27, 2018
PLANCORP, LLC
RIA
CRD#: 106599
SAINT LOUIS, MO
Past
March 21, 2014 - November 28, 2016
MORGAN STANLEY
RIA
CRD#: 149777
CLAYTON, MO
Past
February 26, 2014 - November 28, 2016
MORGAN STANLEY
BD
CRD#: 149777
CLAYTON, MO
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
California(3/10/2025)
IAR
Kansas(4/16/2024)
IAR
Missouri(9/14/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
COPLANNING FINANCIAL LLC
CO INVESTMENT GROUP LLC | COPLANNING FINANCIAL LLC | CO PLANNING GROUP LLC
CRD#: 315970 / SEC#:
California
Registered Investment Advisory firm - (3/10/2025 Approved)Kansas
Registered Investment Advisory firm - (4/16/2024 Approved)Missouri
Registered Investment Advisory firm - (9/13/2021 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
7300 West 110th Street Commerce Plaza I 7th Floor, Overland Park, KS, 66210
Mailing Address
Phone number
(636) 888-0861
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 45 |
| AUM (Assets Under Management) | $ 3,500,632 |
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
COPLANNING FINANCIAL LLC
CRD#: 315970Overland Park, KS 66210TRUST BUT VERIFY
Monitor Jason Co
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
