Jason B. Coopersmith

VALMARK ADVISERS

Fort Lauderdale, FL 33309

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CRD#: 6307673

Professional summary

Jason Brian Coopersmith, CFP®, who also goes by Jason Coopersmith, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Fort Lauderdale, Florida and VALMARK SECURITIES, INC. located in Fort Lauderdale, Florida.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jason has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Coopersmith

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.) MassMutual; Ft. Lauderdale, FL; fixed insurance business; Selling when appropriate for client MassMutual fixed Life Insurance and Disability; compensation via direct deposit./// 2.) Coopersmith Financial Corporation; 2604 N. Riverside Dr., Pompano Beach, FL 33062; Service Corporation; Managing Member; NOT Investment Related; Start Date 7/12/2022; 100% Owner; Approximately 6-10 hrs. per month; Compensated by Salary and Profit Share./// 3.)Platinum Peak Advisors; Part owner; start 07/2022; Pompano Beach, FL; not investment related./// 4.) Platinum Peak Advisors, LLC; 2953 West Cypress Creek Road, Suite 200, Fort Lauderdale, FL 33309; Vice President/Financial Planner; Minority owner, financial planner; YES Investment Related; Start Date 08/2022; I own 5% of Platinum Peak Advisors, LLC; Approximately 40+ hrs. per month; 1099 set for the year 2024.///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Brian Coopersmith's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2023

Experience

Current

January 15, 2020 - Present

VALMARK ADVISERS, INC.

Office #1: 2953 West Cypress Creek Road Suite 200, Fort Lauderdale, FL 33309

RIA

CRD#: 108050

Fort Lauderdale, FL

Current

January 2, 2020 - Present

VALMARK SECURITIES, INC.

Office #1: 2953 West Cypress Creek Road Suite 200, Fort Lauderdale, FL 33309

CRD#: 31243

Fort Lauderdale, FL

Past

March 25, 2017 - January 3, 2020

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

FORT LAUDERDALE, FL

Past

March 25, 2017 - January 3, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

FORT LAUDERDALE, FL

Past

February 23, 2017 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

FORT LAUDERDALE, FL

Past

February 21, 2017 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

FORT LAUDERDALE, FL

Past

March 19, 2015 - February 27, 2017

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BOCA RATON, FL

Past

July 10, 2014 - February 27, 2017

EQUITABLE ADVISORS, LLC

CRD#: 6627

BOCA RATON, FL

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".

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(1/3/2020)

IAR

Florida
(1/15/2020)

IAR

Virginia
(12/10/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/27/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/10/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

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Contact information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333

Mailing Address

Phone number

(800) 765-5201

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

Regulatory assets under management

Total Number of Accounts	19,096
AUM (Assets Under Management)	$ 8,379,181,235

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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Firm Stability Insights

Jason B. Coopersmith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Brian Coopersmith's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2015

SIE

Date: 10/1/2018

Series 7

Date: 7/10/2014

FINRA

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

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