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Jeffrey Miles Cooper

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
176 clients
Average Client Portfolio
$713K average
Assets Under Management
$125.6M

Fee Structure

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Location

Sentry Wealth, PO Box 369, Arden, NC, 28704

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jeffrey is an attorney and owner of Cooper Law Firm, P.C. dba Sentry Law, Wealth and Tax, and is also a CPA, dedicating most of his time to these activities. He is also an insurance agent with Lifestyle Freedom Safe Harbor, LLC, spending minimal time in this role.

Employment History
Current Registrations
Lifestyle Freedom Advisory Group, LLC
January 2021 - Present · 5 yrs 1 mo
Matson Money, INC.
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Sentry Wealth, INC.
July 2014 - December 2023 · 9 yrs 5 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Jeffrey Miles Cooper - Financial Advisor | TrueAdvisor