Jason
Coopersmith

Valmark Advisers, Inc

CRD#6307673
Investment Advisor
in Boca Raton, FL

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About this Advisor

Jason Coopersmith is a financial advisor operating out of Boca Raton, Florida with a total of 3 years of relevant experience. Coopersmith is an employee of Valmark Advisers, Inc. During their career, Coopersmith has held roles at Bayview Loan Servicing, Bank Of America, Axa Advisors, LLC, Msi Financial Services, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Coopersmith has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and Virginia. Valmark Advisers, Inc is a registered investment business that has its headquarters in Akron, OH. The company has offices in 156 locations and a total of 260 advisors. It handles $6 billion in assets under management between its 16,044 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 19 charitable organizations. Of its 16,044 client accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Valmark Advisers, Inc may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1900 Nw Corporate Blvd., Ste. W215
Boca Raton, FL 33431

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Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$5,802,516,925

FL Average: $2,106,341,625
Total Number of Employees

260

FL Average: 34
Total Number of Accounts

16,044

FL Average: 1,972
Average Account Size

$361,663

FL Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Jason Coopersmith Work History

Jason has been registered as a financial advisor for 3 years.*

2017 - Present (7 years)

Msi Financial Services

2017 - Present (7 years)

Massachusetts Mutual Life Insurance Company

2017 - Present (7 years)

Mml Investors Services, LLC

2014 - 2014 (< 1 year)

Bayview Loan Servicing

2014 - 2017 (3 years)

Axa Advisors, LLC

2010 - 2013 (3 years)

Bank Of America

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Coopersmith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Valmark Advisers, Inc

Brandon Dirkschneider
Elkhorn, NE
Jackie Gates
Rice Lake, WI
Keith Clapacs
Cleveland, OH
Michael Slattery
Boston, MA
Paul Rokosz
Oak Brook, IL
Eric Clayton
Canfield, OH
Richard Dineen
Elkhorn, NE
Mark Rothwell
Charlotte, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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