Unclaimed Profile

Jason E Bovell

COOPER INVESTMENT PARTNERS LLC·FAIRFIELD, Connecticut

Clean recordCOOPER INVESTMENT PARTNERS LLC

3135 EASTON TURNPIKE, FAIRFIELD, CT 06825CRD# 3267326Firm CRD# 167769

Profile Verification

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

Identity

Jason E Bovell · FAIRFIELD, CT

Registration

CRD #3267326 · COOPER INVESTMENT PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jason E Bovell is a registered financial advisor based in FAIRFIELD, Connecticut, affiliated with COOPER INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

COOPER INVESTMENT PARTNERS LLC

AUM

$242M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COOPER INVESTMENT PARTNERS LLC →

Services

Pension consulting

Background

Compensation

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 3267326

Firm CRD# 167769

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason E Bovell offer?

Jason E Bovell specializes in Retirement Planning. Contact their office in FAIRFIELD, Connecticut for a consultation.

What are Jason E Bovell's credentials?

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

Where is Jason E Bovell located?

Jason E Bovell is based in FAIRFIELD, Connecticut, working with COOPER INVESTMENT PARTNERS LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Jason E Bovell charge for services?

Jason E Bovell's firm is compensated through subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COOPER INVESTMENT PARTNERS LLC?

COOPER INVESTMENT PARTNERS LLC has approximately 2 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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