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JM

Jason Mowery

COOPERATIVE SECURITIES
Dulles, VA 20166
Some features on this profile are disabled
CRD#: 7864882
JM

Professional summary

Jason Mowery is a registered financial professional currently at COOPERATIVE SECURITIES located in Dulles, Virginia.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2024. Jason has worked at 1 firm and has passed the Series 63, Series 82TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Mowery'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®
None

Experience

Current

September 17, 2024 - Present

COOPERATIVE SECURITIES

Office #1: 20701 Cooperative Way, Dulles, VA 20166
BD
CRD#: 317969
Dulles, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
Virginia
(2/20/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 2/19/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 9/17/2024
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 8/15/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CS
COOPERATIVE SECURITIES
COOPERATIVE SECURITIES | COOPERATIVE SECURITIES LLC

CRD#: 317969 / SEC#: , 8-70890

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
20701 Cooperative Way, Dulles, VA 20166
Mailing Address
20701 Cooperative Way, Dulles, VA 20166
Phone number
(800) 424-2954
Established
Delaware since 11/01/2021
Firm type
Limited Liability Company
Fiscal year end
May
Firm Size
Small
# of Employees

FINRA licenses (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
NATIONAL COOPERATIVE SERVICES CORPORATIONSHAREHOLDER
SCHLEIFER, JUSTIN HAYESCHIEF COMPLIANCE OFFICER / FINOP5977433
WANG, YU LINGCEO

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

COOPERATIVE SECURITIES

CRD#: 317969Dulles, VA 20166

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