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Jennifer Johnson Cooney

WP ADVISORS, LLC·SAN FRANCISCO, California
Clean recordWP ADVISORS, LLC
353 SACRAMENTO STREET, SAN FRANCISCO, CA 94111CRD# 4923160Firm CRD# 118268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Johnson Cooney · SAN FRANCISCO, CA
Registration
CRD #4923160 · WP ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jennifer Johnson Cooney is a registered financial advisor based in SAN FRANCISCO, California, affiliated with WP ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WP ADVISORS, LLC
WP ADVISORS, LLC
AUM
$431M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WP ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4923160
Firm CRD# 118268
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Johnson Cooney offer?
Jennifer Johnson Cooney specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Jennifer Johnson Cooney's credentials?
Jennifer Johnson Cooney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Johnson Cooney located?
Jennifer Johnson Cooney is based in SAN FRANCISCO, California, working with WP ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Jennifer Johnson Cooney charge for services?
Jennifer Johnson Cooney's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WP ADVISORS, LLC?
WP ADVISORS, LLC has approximately 4 employees and manages $431M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WP ADVISORS, LLC

Stephen Dominick Philliber
SAN FRANCISCO, CA
Anthony Matthew Spangenberg
SAN FRANCISCO, CA

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Research
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