Jason Cooprider
Jason Cooprider is a registered investment advisor at LPL Financial LLC, based in Williamsburg, VA, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
302 Bulifants Blvd Suite 201B, Williamsburg, VA, 23188
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2020Other Business ActivitiesSells Insurance
Jason operates his LPL business under the DBA Cooprider Financial Partners, dedicating full-time hours to it. He also engages in non-variable insurance activities through Cooprider Financial Partners, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.