John Wesley Cooper

Employer firm

Greenwood Capital Associates, LLC CRD 115015

$1.77B regulatory AUM 33 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → Present
  Greenwood Capital Associates, Llc
  Greenwood, SC

Previous Registrations

• 2004-05-25 → 2004-10-18
  Equitable Advisors, Llc
  Greenwood, SC

Other Businesses

Midtown Property Management, LLC established 1/29/2020, is located at 121 Chatham Dr, Greenwood SC 29649. Mr. Cooper is a property manager and joint owner, providing property management services for rental properties (owned and not-owned). Mr. Cooper spends approximately 8-12 hours per month coordinating rental property services, such as rent collection and maintenance, not during normal trading hours. This is not an investment-related business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-06
• S63 Uniform Securities Agent State Law Examination
  1997-09-23

Designations

• Certified Financial Planner