William Joshua Cooper

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 09/2010 → Present
  Raymond James And Associates
  Fredericksburg, VA

Other Businesses

(1)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Borrower Investment Related: No Start Date: 03/03/2026 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: repay principal plus any accrued interest at time of loan repayment (2)Name of Business: Elly Poston Interiors Address: 304 Seneca Road, Richmond, VA, 23226, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 03/02/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: help her with the making of important decisions typical of any husband and wife. Assist with financial management as well as other items, as requested.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-23

Other Names

• William J Cooper