Jacob Cooper

Employer firm

Seia CRD 108163

$22.5B regulatory AUM 114 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 08/2016 → 03/2025
  Ubs Financial Services Inc.
  Los Angeles, CA
• 03/2025 → Present
  Ses Llc
  Los Angeles, CA
• 03/2025 → Present
  Seia Llc
  Los Angeles, CA

Previous Registrations

• 2016-09-03 → 2025-04-08
  Ubs Financial Services Inc.
  Los Angeles, CA
  Calabasas, CA

Other Businesses

Rental property owner / manager Position: Partner, Nature: Rental property management, Investment related: No, Number of hours: 10, Securities trading hours: 5, Start date: 6/30/2020 Address: 548 Kensington Dr., Fillmore, CA 93015, United States Description: Acquisition and management of residential investment properties SEIA LLC POSITION: Advisor, NATURE: RIA, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160, SECURITIES TRADING HOURS: 120, START DATE: 03/28/2025 ADDRESS: 2121 Avenue of the Stars, Suite 1600, Los Angeles CA 90067, United States DESCRIPTION: RIA sales & service

Exams

• S66 Uniform Combined State Law Examination
  2016-09-03
• S63 Uniform Securities Agent State Law Examination
  2014-10-22

Designations

• Certified Financial Planner

Other Names

• Jake Cooper