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Jacob Keith Cooper

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Information

Firm:
Type: RIA
Description

Jacob Cooper is an executive and is the majority owner of Total Wealth Management Inc., a $103M RIA based in San Diego, CA. Jacob has held an industry securities registration for 7 years and is subject to SEC oversight.

Advisor Timeline

No timeline events available.
Experience
EmployerYearsDates
Altus Capital Management 4 years, 9 months Dec 2009 - Present
Total Wealth Management 8 years, 11 months Oct 2005 - Present
Sunamerica Securities, Inc. 9 months Jan 2005 - Oct 2005
Sunset Financial Services 10 months Mar 2004 - Jan 2005
Exams
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 Guides

0 Answers and 0 Financial Guides

Top Answers

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

Top Guides

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

Firm Client Types

Individuals
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

Regulator
License Status
Registered
Not registered
Disclosures

1 Customer Dispute

1 Customer Dispute

As of Date
07/12/2013
11/05/2013
*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

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Other: REVENUE SHARING AGREEMENTS