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Jacob Keith Cooper

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Type: Not Actively Registered

Jacob Cooper is an executive and is sole owner of Total Wealth Management Inc., a $103M RIA based in San Diego, CA. Jacob has held an industry securities registration for 4 years.

Funds Used With Clients

No advisor funds listed.

Advisor Timeline

No timeline events available.
Altus Capital Management 5 years, 12 months Dec 2009 - Present
Total Wealth Management Inc. 6 years, 5 months Jun 2009 - Present
Total Wealth Management 10 years, 1 month Oct 2005 - Present
Sunamerica Securities, Inc. 9 months Jan 2005 - Oct 2005
Sunset Financial Services 10 months Mar 2004 - Jan 2005
ExamSeriesPassed Date
Uniform Securities Agent State Law ExaminationSeries 63 07/16/2001
Investment Company Products/Variable Contracts Representative ExaminationSeries 6 07/14/2001

Answers and Articles

0 Answers and 0 Financial Articles

Top Answers

Jacob Keith Cooper has not answered any questions on Financial Q&A.

Top Articles

Jacob Keith Cooper has not contributed any Financial Articles.
*Answers and articles are provided without compensation.

Firm Client Types

High Net Worth Individuals
Other Pooled Investment Vehicles
Pension and Profit Sharing Plans
Corporations or Other Businesses

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

License Status
Not registered
Not registered

1 Customer Dispute

1 Regulatory Event

1 Customer Dispute

1 Regulatory Event Pending

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees