Jeffrey Miles Cooper
Investment adviser representative at Lifestyle Freedom Advisory Group, LLC
16 yearsExperience
1 stateRegistered in
$156.8MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Lifestyle Freedom Advisory Group, LLCDec 2020 to now
- Lifestyle Freedom Safe Harbor, LLCDec 2020 to now
- Matson Money, Inc.Jan 2017 to now
- Alphamark Wealth Fka Sentry Wealth, Inc.Apr 2014 to now
- Cooper Law Firm, P.C. dba Sentry Law, Wealth and TaxJan 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Lifestyle Freedom Advisory Group, LLC
$156.8MAssets managed
189Clients
5Advisers
1 yearIn 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
- 6366670
- Firm CRD
- 283512