Jason Cooprider
Jason Cooprider is a registered investment advisor at LPL Financial LLC, based in Williamsburg, VA, with 22 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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 LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations8 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.
Exams
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