Jennifer Cooper (CRD# 2588239) is an Investment Advisor Representative working at Global Retirement Partners LLC in Gillette, WY and has over 23 years of experience in the finance industry.
CRD# 6101632
Primerica Advisors
CRD# 6634862
Primerica Advisors
CRD# 2808463
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Retirement Partners, LLC | San Rafael, CA | May 2023 - Current | 1 |
| Lpl Financial LLC | Gillette, WY | Nov 2022 - Current | 1 |
| Planwise Financial Group | Austin, TX | Mar 2018 - Sep 2022 | 4 |
| Commonwealth Financial Network | Waltham, MA | Jun 2017 - Sep 2022 | 5 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2017 - Jun 2017 | < 1 |
| Legacy One Financial Advisors | Austin, TX | Jun 2017 - Jun 2017 | < 1 |
| Commonwealth Financial Network | Waltham, MA | Mar 2015 - Jun 2017 | 2 |
| First Interstate Bank | Gillette, WY | Nov 2001 - Mar 2015 | 13 |
| Cetera Investment Services LLC | St. Cloud, MN | Dec 2006 - Jan 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- CA
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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