Jonathan Couper

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → Present
  City Of Pittsfield
  Pittsfield, MA
• 10/2021 → 05/2023
  Woodbury Financial Services Inc
  East Berlin, CT
• 05/2023 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2023 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2021-11-01 → 2023-05-16
  Woodbury Financial Services, Inc.
  Oakville, CT

Other Businesses

(1) Boundless Financial Solutions; DBA; Investment Related; 1382 North Street, Pittsfield, MA 01201; Regional Managing Partner/Registered Agent/Insurance Agent; help clients with their retirement needs in relation to long term card, life insurance and benefits needs throughout their retirement. Help with documentation between business owners and the state, accept legal documents for the business during business hours; Start 4/2018; 30 hrs/mo; 10 hrs/mo during trading. (2) GOLDEN OUTLOOK INSURANCE AGENCY; Insurance Agency; Not Investment Related; 1382 North Street, Pittsfield, MA 01201; Agent; Provide information about Medicare, Advantage and Medicare supplements; start 6/2/2022; 2 hrs/mo,1 hr/mo during trading. (3) CITY OF PITTSFIELD; Incorporated Municipality; Not investment related; 70 Allen St, Pittsfield, MA 01201; Firefighter; Fight fire and respond to emergencies within the city of Pittsfield and Barkshire county; start 9/21/2015; 160 hr/mo, 44 hr/mo during trading. (4) FAITH 2 FAITH MINISTRIES, INC.; Non-profit; Not investment related; P.O. Box 510; New London, CT, 06320; Treasurer; Look over annual statements and the tax forms. Assisting in decisions for the non-profit; Start 1/1/2020; 2 hr/mo, 0 during trading. (5) NEISHLOSS & FLEMING, LLC; Insurance; Non investment related; 501 Technology Drive, # 310, Canonsburg, PA 15317; Agent; Help clients find the right medicare provider. I provide information about each plan. I represent and help them enroll with the plan chosen by them; Start 1/30/2023; 3 hr/mo, 1 during trading. (6) POOR RICHARD'S FINANCIAL LITERACY; Non-profit/Educational; Not investment related; 41 Sylvan Rd, New Britain, CT 06053; Manager; We educate people and give them a wide financial understanding of personal issues and concepts facing the average person today; Start 1/1/2019; 2 hr/mo, 1 hr/mo during trading. (7) SOCIETY OF FINANCIAL AWARENESS (SOFA); Non-Profit/Educational; 3655 Ruffin Road, Suite 230; San Diego, CA 42123; Not investment related; Member; Provide financial & educational information for employees and the public; Start 1/1/2023; 2 hr/mo, 2 hr/mo during trading. (8) Pittsfield RE Investing LLC; Not investment related; 1382 North Street, Pittsfield, MA 01201; Real Estate Investing; Managing Member; I invest into real estate throughout Berkshire County, rent out units and fix up properties, maximizing their value; Start 6/26/2023; 10 hr/mo, 10 hr/mo during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-08-25
• S65 Uniform Investment Adviser Law Examination
  2021-06-23