Jeffrey
Cooper
Matson Money, Inc
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About this Advisor
Jeffrey Cooper is a financial advisor based out of Arden, North Carolina. Cooper is an employee of Matson Money, Inc. Their career trajectory has included roles at Alphamark Wealth Fka Sentry Wealth, Inc, Cooper Law Firm, P.C. Dba Sentry Law, Wealth And Tax, Matson Money, Inc, Lifestyle Freedom Advisory Group, LLC and Lifestyle Freedom Safe Harbor, LLC. Cooper maintains a Series 65 license, designating them as an investment advisor representative, and can work in North Carolina. Matson Money, Inc is a company that has its headquarters in Mason, OH. It has a total of 69 advisors. It oversees $18 billion in assets under management across its 30,322 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 65 charities and foundations. Of its 30,322 client accounts, just 6% belong to high-net-worth individuals who have more than $1 million in assets. The company has a wide set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters and educational seminars. Financial management fee schedules usually vary depending on which service is provided. Fee types charged by Matson Money, Inc can include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Matson Money, Inc Brokerage Details
$17,683,543,587
69
30,322
$583,192
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeffrey Cooper Work History
Jeffrey has been registered as a financial advisor for 0 years.*
Lifestyle Freedom Advisory Group, LLC
Lifestyle Freedom Safe Harbor, LLC
Matson Money, Inc
Alphamark Wealth Fka Sentry Wealth, Inc
Cooper Law Firm, P.C. Dba Sentry Law, Wealth And Tax
*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 Jeffrey 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 Matson Money, Inc
Mason, OH
Charlotte, NC
Scottsdale, AZ
Mason, OH
Arden, NC
Asheville, NC
Scottsdale, AZ
Scottsdale, AZ
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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