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Jeffrey Alan Coopersmith

CORE INVESTMENT ADVISORS LLC·COLUMBUS, Ohio
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1086 N. FOURTH ST., COLUMBUS, OH 43201-3684CRD# 5698826Firm CRD# 287852
01

About

Jeffrey Alan Coopersmith is a registered financial advisor based in COLUMBUS, Ohio, affiliated with CORE INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CORE INVESTMENT ADVISORS LLC
CORE INVESTMENT ADVISORS LLC
AUM
$663M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CORE INVESTMENT ADVISORS LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5698826
Firm CRD# 287852
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Alan Coopersmith offer?
Jeffrey Alan Coopersmith specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in COLUMBUS, Ohio for a consultation.
What are Jeffrey Alan Coopersmith's credentials?
Jeffrey Alan Coopersmith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Alan Coopersmith located?
Jeffrey Alan Coopersmith is based in COLUMBUS, Ohio, working with CORE INVESTMENT ADVISORS LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Jeffrey Alan Coopersmith charge for services?
Jeffrey Alan Coopersmith'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 CORE INVESTMENT ADVISORS LLC?
CORE INVESTMENT ADVISORS LLC is a registered investment adviser with the SEC, managing $663M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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