Jared Haims

Current Employers

Cooper/Haims Advisors, Llc

50 Square Drive Suite 210, Victor, NY 14564 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-02-14
NY	RA	APPROVED	2021-04-29

TX RA
APPROVED

Since 2023-02-14
NY RA
APPROVED

Since 2021-04-29

Branch Locations

50 Square Drive Suite 210, Victor, NY 14564 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Cooper/Haims Advisors, Llc	Rochester	NY	01/2014	Present

01/2014 → Present

Cooper/Haims Advisors, Llc

Rochester, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-09-02
S63	Uniform Securities Agent State Law Examination	2003-08-06

S65 Uniform Investment Adviser Law Examination

2003-09-02
S63 Uniform Securities Agent State Law Examination

2003-08-06

Designations

View on SEC IAPD

Current Employers

Cooper/Haims Advisors, Llc

Disclosures

Employment History

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews