Unclaimed Profile

Jason Snow

COOPER CAPITAL ADVISORS, LLC·ENCINITAS, California

SIE, Series 6, Series 7, Series 26, Series 63, Series 65Clean record24 years registeredCOOPER CAPITAL ADVISORS, LLC

280 N COAST HIGHWAY, ENCINITAS, CA 92024CRD# 2858495Firm CRD# 305121

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Snow · ENCINITAS, CA

Registration

CRD #2858495 · COOPER CAPITAL ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

May 2020 – present

COOPER CAPITAL GROUP

Sep 2019 – Apr 2020

ENCINITAS, CA

AMERICAN FUNDS DISTRIBUTORS, INC.

Jun 2013 – Sep 2018

LOS ANGELES, CA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Jan 2006 – Mar 2007

LOS ANGELES, CA

COLUMBIA MANAGEMENT ADVISORS, LLC

Feb 2005 – Nov 2005

LOS ANGELES, CA

BACAP DISTRIBUTORS, LLC

Jan 2003 – Feb 2005

LOS ANGELES, CA

STEPHENS INC.

Dec 2001 – Jan 2003

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · December 5, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COOPER CAPITAL ADVISORS, LLC

CRD 305121 · SEC 801-117210

AUM

$203M

Regulatory assets under management

Employees

441 client accounts

Services offered by COOPER CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COOPER CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Snow offer?

Jason Snow specializes in Financial Planning, Investment Management. Contact their office in ENCINITAS, California for a consultation.

What are Jason Snow's credentials?

Jason Snow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Snow located?

Jason Snow is based in ENCINITAS, California, working with COOPER CAPITAL ADVISORS, LLC. Their office serves clients in the ENCINITAS metropolitan area and surrounding communities.

How does Jason Snow charge for services?

Jason Snow's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COOPER CAPITAL ADVISORS, LLC?

COOPER CAPITAL ADVISORS, LLC has approximately 4 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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