Jason Lee Cooprider

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2005 → 07/2024
  Massmutual Life Insurance Co
  Williamsburg, VA
• 06/2005 → 07/2024
  Mml Investors Services, Llc
  Williamsburg, VA
• 07/2024 → Present
  Lpl Financial Llc
  Williamsburg, VA

Previous Registrations

• 2005-06-27 → 2024-07-10
  Mml Investors Services, Llc
  Williamsburg, VA
  Williamsburg, VA
  Williamsburg, VA
  Williamsburg, VA
  Williamsburg, VA
  Virginia Beach, VA
• 2004-02-26 → 2005-06-09
  Equitable Advisors, Llc
  Hampton, VA

Other Businesses

1- 06/11/2024 / Cooprider Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 06/11/2024 / Cooprider Financial Partners / Non-Variable Insurance / Investment Related / 4 hrs mth / 1 hr during trading / Williamsburg, VA / Start date: 07/01/2024

Exams

• S66 Uniform Combined State Law Examination
  2003-12-02