JC
Jeffery M. Cooper
CORNERSTONE ALTERNATIVES
FRANKLIN, MI
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CRD#: 8004756
JC
Professional summary
Jeffery Mathew Cooper, who also goes by Jeff Cooper, Jeffery Matthew Cooper, Jeffery Cooper, is a registered financial advisor currently at CORNERSTONE ALTERNATIVES located in Franklin, Michigan.
Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jeffery has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Cooper | Jeffery Matthew Cooper | Jeffery Cooper
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) ZF AUTOMOTIVE; NON-INVESTMENT RELATED; 15811 CENTENNIAL DRIVE, NORTHVILLE, MI 48168; AUTOMOTIVE PARTS MANUFACTURING; VP, PRODUCT SAFETY AND PRODUCT COMPLIANCE; 06/2004; APPROX. 160 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; PRODUCT SAFETY AND COMPLIANCE EXECUTIVE. 2) CORNERSTONE DISTRIBUTORS LLC; NON-INVESTMENT RELATED; 30811 CHEVIOT HILLS DRIVE, FRANKLIN, MI 48025; DORMANT ENTITY; MANAGING MEMBER; 0 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; THIS ENTITY IS DORMANT AND DOES NOT BUSINESS. 3) CORNERSTONE PROPERTIES, LLC; NON-INVESTMENT RELATED; 30811 CHEVIOT HILLS DRIVE, FRANKLIN, MI 48025; DORMANT ENTITY; MANAGING MEMBER; 0 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; THIS ENTITY IS DORMANT AND DOES NOT BUSINESS. 4) STERLING ADVISORS LLC; NON-INVESTMENT RELATED; 30811 CHEVIOT HILLS DRIVE, FRANKLIN, MI 48025; ENTITY FORMED IN CONNECTION WITH CERTAIN SERVICES RELATING TO INVESTMENT ADVISORY SERVICES; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; THIS ENTITY WAS FORMED IN CONNECTION WITH CERTAIN SERVICES RELATING TO INVESTMENT ADVISORY SERVICES AND DOES NO OTHER BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery Mathew Cooper'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®
NoneExperience
Current
December 13, 2024 - Present
CORNERSTONE ALTERNATIVES
RIA
CRD#: 330043
FRANKLIN, MI
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".
CA
CORNERSTONE ALTERNATIVES
CORNERSTONE ALTERNATIVES | CORNERSTONE ALTERNATIVES LLC
CRD#: 330043 / SEC#: 801-129602
RIA
Registered Investment Advisory firm - (3/1/2024 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
Michigan(12/13/2024)
IAR
Texas(12/13/2024)
Current Firm
CA
CORNERSTONE ALTERNATIVES
CORNERSTONE ALTERNATIVES | CORNERSTONE ALTERNATIVES LLC
CRD#: 330043 / SEC#: 801-129602
RIA
Registered Investment Advisory firm - (3/1/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
132 Keowee Ave, Greenville, SC 29605
Mailing Address
Phone number
(864) 202-4920
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 430 |
| AUM (Assets Under Management) | $ 181,359,121 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/06/2025 |
Red Flags
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