Individual Firm
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Jason Brian Coopersmith
JASON COOPERSMITH
CRD#: 6307673
IA
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VALMARK ADVISERS, INC.CRD#: 108050 2953 West Cypress Creek Road
Suite 200
Fort Lauderdale, FL 33309
Suite 200
Fort Lauderdale, FL 33309
VALMARK SECURITIES, INC.CRD#: 31243 2953 West Cypress Creek Road
Suite 200
Fort Lauderdale, FL 33309
Suite 200
Fort Lauderdale, FL 33309
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3/20/2015
Financial
Final
State Registrations
B
Florida 1/3/2020
IA
Virginia 12/10/2020
IA
Florida 1/15/2020
SRO Registrations
B
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Learn about permitted activities of registered representatives
Learn about permitted activities of registered principals
IA
Registered with this firm since 1/15/2020
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Registered with this firm since 1/2/2020
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 03/25/2017 - 01/03/2020 | FORT LAUDERDALE, FL | |
B | 03/25/2017 - 01/03/2020 | FORT LAUDERDALE, FL | |
IA | 02/23/2017 - 03/25/2017 | FORT LAUDERDALE, FL | |
B | 02/21/2017 - 03/25/2017 | FORT LAUDERDALE, FL | |
IA | 03/19/2015 - 02/27/2017 | BOCA RATON, FL | |
B | 07/10/2014 - 02/27/2017 | BOCA RATON, FL |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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