Jonathan Couper
Professional Summary
Jonathan Couper is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Pittsfield, Massachusetts and J.W. COLE FINANCIAL, INC. located in Pittsfield, Massachusetts. Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jonathan has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO, Series 22TO, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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.
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current Firm
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
Contact Information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634Phone Number
(813) 935-6776# of Employees
550SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
31,247AUM (Assets Under Management)
$8,247,916,891Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Primary Firm SEC Registration
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
State Registrations and Notice Filings
(5/11/2023)
(5/11/2023)
(5/24/2023)
(11/20/2025)
(5/11/2023)
(5/11/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22TO — Direct Participation Programs Representative Examination
Passed Sep 2022About the Series 22TO examSeries 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2021About the Series 6TO examSRO Registrations
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Couper's CRS (Customer Relationship Summary).
Similar Advisors
MARSHALL WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC