Jeffrey M. Cooper

MATSON MONEY

Arden, NC 28704

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CRD#: 6366670

Professional summary

Jeffrey Miles Cooper is a registered financial advisor currently at MATSON MONEY, INC. located in Arden, North Carolina and LIFESTYLE FREEDOM ADVISORY GROUP, LLC located in Asheville, North Carolina.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jeffrey has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) MR. JEFFREY COOPER IS AN ATTORNEY AND OWNER OF COOPER LAW FIRM, P.C. DBA SENTRY LAW, WEALTH AND TAX; ASHEVILLE, NC; MR. COOPER IS ALSO A CPA; APPROXIMATELY 80% OF HIS TIME IS SPENT IN THESE ACTIVITIES.2) LIFESTYLE FREEDOM SAFE HARBOR, LLC; INVESTMENT RELATED; BRADENTON, FL; INSURANCE AGENT; START 12/2020; 5% OF TIME SPENT IN THIS PRACTICE. 3) MATSON MONEY; INV REL SCOTTSDALE, AZ; SOLICITOR; 5% OF TIME SPENT IN THIS PRACTICE.4) ALPHAMARK WEALTH FKA SENTRY WEALTH; ASHEVILLE, NC; IAR; 5% OF TIME SPENT IN THIS PRACTICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Miles Cooper'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®

None

Experience

Current

September 18, 2017 - Present

MATSON MONEY, INC.

Office #1: Sentry Wealth Po Box 369, Arden, NC 28704

RIA

CRD#: 110425

Arden, NC

Current

January 12, 2021 - Present

LIFESTYLE FREEDOM ADVISORY GROUP, LLC

Office #1: 1998 Hendersonville Rd Unit 25, Asheville, NC 28803

RIA

CRD#: 283512

ASHEVILLE, NC

Past

July 16, 2014 - December 31, 2023

SENTRY WEALTH, INC.

RIA

CRD#: 171345

ASHEVILLE, NC

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".

MATSON MONEY, INC.

ABUNDANCE TECHNOLOGIES, INC. | MATSON MONEY, INC. | MATRIX ASSET ALLOCATION INC | MATRIX ASSET ALLOCATION

CRD#: 110425 / SEC#: 801-40176

RIA

Registered Investment Advisory firm - (12/5/1991 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

North Carolina
(9/18/2017)

IAR

North Carolina
(1/12/2021)

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: 2/24/2014

Uniform Investment Adviser Law Examination

Current Firm

MATSON MONEY, INC.

ABUNDANCE TECHNOLOGIES, INC. | MATSON MONEY, INC. | MATRIX ASSET ALLOCATION INC | MATRIX ASSET ALLOCATION

CRD#: 110425 / SEC#: 801-40176

RIA

Registered Investment Advisory firm - (12/5/1991 Approved)

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Contact information

Main Address

5955 Deerfield Blvd., Mason, OH 45040

Mailing Address

Phone number

(513) 204-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MATSONMONEYADV_PART2 (7/19/2025)

Regulatory assets under management

Total Number of Accounts	30,142
AUM (Assets Under Management)	$ 20,570,944,739

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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Jeffrey M. Cooper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Miles Cooper's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATSON MONEY, INC.

LIFESTYLE FREEDOM ADVISORY GROUP, LLC

SENTRY WEALTH, INC.

Primary Firm SEC Registration

MATSON MONEY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/2014

Current Firm

MATSON MONEY, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATSON MONEY, INC.

TRUST BUT VERIFY

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