Jason
Cooper

Prosperity Capital Advisors

CRD#5680957
Investment Advisor
in South Easton, MA

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About this Advisor

Jason Cooper is a financial advisor based in South Easton, Massachusetts, working with Prosperity Capital Advisors. Jason has previously held positions at Jason A. Cooper Cpa, LLC, C2P Capital Advisory Group LLC D.B.A. Prosperity Capital Advisor, and Retirement Income Strategies, LLC Dba Dellelo Wealth Management. Jason has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Jason is part of Prosperity Capital Advisors, which operates out of South Easton, Massachusetts. The firm has 37 offices and 202 employees. The firm manages assets totaling $2.2 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 institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

944 Washington St., Suite1A
South Easton, MA 02375

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Prosperity Capital Advisors Brokerage Details

Total Assets Under Management

$2,245,308,171

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

202

MA Average: 34
Total Number of Accounts

9,396

MA Average: 1,972
Average Account Size

$238,964

MA Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Jason Cooper Work History

2023 - Present (1 year)

C2P Capital Advisory Group LLC D.B.A. Prosperity Capital Advisor

2023 - Present (1 year)

Retirement Income Strategies, LLC Dba Dellelo Wealth Management

2009 - Present (15 years)

Jason A. Cooper Cpa, LLC

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Disclosures

Please visit the SEC profile of Jason Cooper 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 Prosperity Capital Advisors

Eric Langenfeld
Westlake, OH
Derrick Gibbs
Westlake, OH
Kirsten Schlumbohm
Westlake, OH
Jake Giles
Arden, NC
Catherine Reid
Arden, NC
Cheryl Bush
South Easton, MA
Grace Nicholson
Westlake, OH
Giancarlo Capodanno
Westlake, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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