Jason
Coopersmith
Valmark Advisers, Inc
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About this Advisor
Jason Coopersmith is a financial advisor based in Fort Lauderdale, Florida, working with Valmark Advisers, Inc. Jason has previously held positions at Bayview Loan Servicing, Axa Advisors, LLC, Msi Financial Services, Massachusetts Mutual Life Insurance Company, and Mml Investors Services, LLC. Jason has passed the Series 66 regulatory exam and is registered to provide services in Florida and Virginia. Currently, Jason is part of Valmark Advisers, Inc, which operates out of Fort Lauderdale, Florida. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
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
Msi Financial Services
Massachusetts Mutual Life Insurance Company
Mml Investors Services, LLC
Bayview Loan Servicing
Axa Advisors, LLC
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
Pittsford, NY
Akron, OH
Fort Lauderdale, FL
Madison, WI
Grand Rapids, MI
Lake Worth, FL
Falmouth, ME
Falmouth, ME
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