Jason Mowery
Professional Summary
Jason Mowery is a registered financial advisor 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.
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.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
COOPERATIVE SECURITIES | COOPERATIVE SECURITIES LLC
Contact Information
Main Address
20701 Cooperative Way, Dulles, VA 20166Mailing Address
20701 Cooperative Way, Dulles, VA 20166Phone Number
(800) 424-2954Established
Delaware since 11/01/2021Firm Type
Limited Liability CompanyFiscal Year End
MayFirm Size
SmallFINRA licenses (22 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| NATIONAL COOPERATIVE SERVICES CORPORATION | SHAREHOLDER | — |
| SCHLEIFER, JUSTIN HAYES | CHIEF COMPLIANCE OFFICER / FINOP | 5977433 |
| WANG, YU LING | CEO | — |
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(2/20/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Sep 2024About the Series 82TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jason Mowery's CRS (Customer Relationship Summary).
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