Jill Beverly Cooper

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 01/2009 → Present
  Sagepoint Financial, Inc
  Mahwah, NJ
• 04/2023 → Present
  Risk Wealth Retirement Advisors
  Upper Saddle River, NJ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Upper Saddle River, NJ

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Pearl River, NY
• 2003-10-22 → 2008-10-31
  American General Securities Incorporated
  Houston, TX
  Mahwah, NJ
  Mahwah, NJ

Other Businesses

1. JILL COOPER POSITION: Domestic Partner/Spouse NATURE: I will act as Executrix for my domestic partner's will, as well as act as his Power of Attorney. I will be named as such in his will and any POA documents. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2022 ADDRESS: 47 Goldfinch Drive, Upper Saddle River NJ 07458, United States DESCRIPTION: To be named Executrix of Mark Weiss' will (my domestic partner/spouse) and Power of Attorney for all of his affairs, should the need arise. 2. JBC CONSULTING LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2017 ADDRESS: 47 Goldfinch Drive, Upper Saddle River NJ 07458, United States DESCRIPTION: Sales of group insurance - health, life, LTD, LTC vision, dental Sales of individual insurance - life, LTC, LTD, fixed annuities LLC established for work through Capacity Benefits and Financial Services Group, LLC 3. MD PARTNERS INC. POSITION: Administrator NATURE: Corp INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 10 START DATE: 04/15/2020 ADDRESS: 115 Franklin Tpke, Mahwah NJ 07430, United States DESCRIPTION: Help with general office admin work, assist the owner with general business questions/plans, and help handle insurance questions. 4. EPIC BROKERS AND CONSULTANTS POSITION: Other - Independent Insurance Broker NATURE: Insurance Broker INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2001 ADDRESS: 1 Blue Hill Plaza, 12th Floor, Pearl River NY 10965, United States DESCRIPTION: Sales of group insurance - health, life, LTD, LTC, vision, dental. Sales of individual insurance - life, LTC, LTD, 5. EPIC BROKERS AND CONSULTANTS POSITION: Other - Independent Insurance Broker NATURE: Insurance Broker INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2001 ADDRESS: 40 Marcus Drive, 3rd Floor, Melville NY 11747, United States DESCRIPTION: Sales of group insurance - health, life, LTD, LTC, vision, dental. Sales of individual insurance - life, LTC, LTD, 6. RISK WEALTH RETIREMENT ADVISORS POSITION: Representative NATURE: DBA name, "Risk Wealth Retirement Advisors"? INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/28/2023 ADDRESS: 47 Goldfinch Drive, Upper Saddle River NJ 07458, United States DESCRIPTION: DBA name, "Risk Wealth Retirement Advisors"

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-01
• S63 Uniform Securities Agent State Law Examination
  1994-02-10

Designations

• Certified Financial Planner

Other Names

• Jill Beverly Liebowitz
• Jill B Cooper