Cooper William Mcgregor

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2017 → 05/2018
  Capital One Investing Llc
  Metairie, LA
• 02/2016 → 01/2017
  None
  None, LA
• 01/2021 → 05/2022
  Massmutual Life Insurance Co
  Metairie, LA
• 09/2021 → 05/2022
  Mml Investors Services Llc
  Metairie, LA
• 06/2018 → 03/2021
  None
  Metairie, LA
• 07/2022 → Present
  Edward Jones
  St Louis, MO
• 05/2022 → 06/2022
  Jp Morgan Chase
  New Orleans, LA

Previous Registrations

• 2017-11-17 → 2018-05-03
  Capital One Advisors, Llc
  Metairie, LA
  Mclean, VA

Exams

• S66 Uniform Combined State Law Examination
  2022-07-25

Other Names

• Cooper W Mcgregor
• Cooper William Mcgregor
• Cooper Mcgregor