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Jacob Keith Cooper

No Current Employment Listed

Overview

Services

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Funds

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Firm Client types

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Qualifications

Experience

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Employer Years Dates
Altus Capital Management 6 years, 8 months Dec 2009 - Present
Total Wealth Management 10 years, 11 months Oct 2005 - Present
Sunamerica Securities, Inc. 9 months Jan 2005 - Oct 2005
Sunset Financial Services 10 months Mar 2004 - Jan 2005
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Jacob Keith Cooper?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Jacob Cooper

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    2
  • as of date
    Oct 3, 2014
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    2
  • as of date
    Jan 1, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Assets

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Fees

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