Jason Brian Coopersmith

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2020-12-10
FL	RA	APPROVED	2020-01-15

VA RA
APPROVED

Since 2020-12-10
FL RA
APPROVED

Since 2020-01-15

Branch Locations

2953 West Cypress Creek Road Suite 200, Fort Lauderdale, FL 33309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Axa Advisors, Llc	New York	NY	07/2014	02/2017
Msi Financial Services	Fort Lauderdale	FL	02/2017	Present
Massachusetts Mutual Life Insurance Company	Springfield	MA	02/2017	Present
Mml Investors Services, Llc	Fort Lauderdale	FL	03/2017	Present

07/2014 → 02/2017

Axa Advisors, Llc

New York, NY
02/2017 → Present

Msi Financial Services

Fort Lauderdale, FL
02/2017 → Present

Massachusetts Mutual Life Insurance Company

Springfield, MA
03/2017 → Present

Mml Investors Services, Llc

Fort Lauderdale, FL

Previous Registrations

2017-03-25 → 2020-01-03

Mml Investors Services, Llc

Fort Lauderdale, FL
2017-02-23 → 2017-03-25

Msi Financial Services, Inc.

Fort Lauderdale, FL

Springfield, MA
2015-03-19 → 2017-02-27

Equitable Advisors, Llc

Boca Raton, FL

Pompano Beach, FL

Boca Raton, FL

Other Businesses

1.) MassMutual; Ft. Lauderdale, FL; fixed insurance business; Selling when appropriate for client MassMutual fixed Life Insurance and Disability; compensation via direct deposit./// 2.) Coopersmith Financial Corporation; 2604 N. Riverside Dr., Pompano Beach, FL 33062; Service Corporation; Managing Member; NOT Investment Related; Start Date 7/12/2022; 100% Owner; Approximately 6-10 hrs. per month; Compensated by Salary and Profit Share./// 3.)Platinum Peak Advisors; Part owner; start 07/2022; Pompano Beach, FL; not investment related./// 4.) Platinum Peak Advisors, LLC; 2953 West Cypress Creek Road, Suite 200, Fort Lauderdale, FL 33309; Vice President/Financial Planner; Minority owner, financial planner; YES Investment Related; Start Date 08/2022; I own 5% of Platinum Peak Advisors, LLC; Approximately 40+ hrs. per month; 1099 set for the year 2024.///

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-02-27

S66 Uniform Combined State Law Examination

2015-02-27

Designations

Certified Financial Planner

Other Names

Jason Coopersmith

View on SEC IAPD