Skip to content

Jason Andrew Cooper

Investment adviser representative at Prosperity Capital Advisors
17 yearsExperience
1 stateRegistered in
PFSDesignation
$4.4BFirm assets

Are you Jason Andrew Cooper? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

17 years in the industry.

  1. Prosperity Capital AdvisorsJul 2023 to now
  2. C2p Capital Advisory Group LLC D.B.A. Prosperity Capital AdvisorJun 2023 to now
  3. Retirement Income Strategies, LLC dba Dellelo Wealth ManagementJun 2023 to now
  4. Jason A. Cooper Cpa, LLCJan 2009 to now

Designations

  • PFS

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (MA).

Prosperity Capital Advisors

Legal name: C2p Capital Advisory Group, LLC

$4.4BAssets managed
7,548Clients
103Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5680957
Firm CRD
156480
Advisor's SEC record (opens in a new tab)
CallContact this firm