Jon Cooper Email & Phone Number
Supervision Principal @ Realta Wealth
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Jon Cooper Location
- Jacksonville, FL, US
Jon Cooper Work
- Supervision Principal @ (December 2024 - Present)
- Adjunct Professor @ (March 2017 - Present)
- AVP BSO Marketing Review Group @ (October 2021 - January 2025)
- Operational Due Diligence Officer @ (July 2017 - October 2021)
- Senior Trade Review Principal @ (September 2011 - October 2021)
- Investment Center Team Manager @ (November 2009 - September 2011)
- Investment Specialist @ (July 2006 - November 2009)
- Financial Representative @ (September 2005 - June 2006)
Jon Cooper Education
- Liberty University
Doctor of Business Administration (D.B.A) (Finance)
2024-2029 - Southern New Hampshire University
Master of Science - MS (Data Analytics)
2024-2027 - Florida State University College of Law
Juris Master (Financial Regulation and Compliance)
2022-2024 - Southern New Hampshire University
Master of Business Administration - MBA (Finance)
2016-2017 - Southern New Hampshire University
Master of Science (MS) Finance with concentration in Investment & Securities (Finance with concentration in Investment & Securities)
2012-2015 - University of Massachusetts Lowell
Bachelor's degree (Finance concentration in money markets)
1998-2012
Jon Cooper Skills
- Customer Relationship Management (CRM)
- Customer Service
- Equities
- FINRA
- Finance
- Financial Analysis
- Financial Services
- Fixed-Income Investing
- Investments
- Leadership
- Market Analysis
- Mutual Funds
- Options
- Presentation Skills
- Presentations
- Problem Solving
- Retirement Planning
- Sales
- Securities
- Series 24
- Series 63
- Series 7
- Trading
- Wealth Management
Jon Cooper Summary
- Jon Cooper, based in Jacksonville, FL, US, is currently a Supervision Principal at Realta Wealth. Jon Cooper brings experience from previous roles at Southern New Hampshire University, Deutsche Bank and Commonwealth Financial Network. Jon Cooper holds a 2024 - 2029 Doctor of Business Administration (D.B.A) in Finance @ Liberty University. With a robust skill set that includes Customer Relationship Management (CRM), Customer Service, Equities, FINRA, Finance and more. Jon Cooper has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Realta Wealth Employees
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Scott Smith
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Mathias Schulz
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Julie Houck
Chief of Staff
Philadelphia, PA, US
Daniel Foraker
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Philadelphia, PA, US
Jon Cooper
Supervision Principal
Jacksonville, FL, US
Kenneth Fischer
Chief Technology Officer
Philadelphia, PA, US
Dustin Zachmeyer
Head of Investment Products and Sponsor Relations
Saint Paul, MN, US
Kevin Henry
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Bally, PA, US
Jamie Fardone
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