Jeffrey Cooper has been an investment adviser representative at Lifestyle Freedom Advisory Group since January 2021, and is not listed among the firm’s executive officers or direct owners.
Lifestyle Freedom Advisory Group, LLC is a Bradenton, FL firm with $157M under management, 189 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Jeffrey Cooper’s longest registration was 9 years at Sentry Wealth, Inc. (2014–2023). Before joining Lifestyle Freedom Advisory Group in 2021, Jeffrey Cooper was registered through Sentry Wealth, Inc.
- – present · 5 yearsAsheville, NC · Adviser representative · Firm CRD 283512
- Matson Money, Inc.Also current– present · 9 yearsArden, NC · Adviser representative · Firm CRD 110425
- Sentry Wealth, Inc.– · 9 yearsAsheville, NC · Adviser representative · Firm CRD 171345
Investment adviser representative registrations
Jeffrey Cooper is registered as an investment adviser representative in 2 states, as a resident of North Carolina. The first approvals date from September 2017; the most recent is North Carolina, in January 2021.
- North CarolinaResidentSince 18 September 2017
- North CarolinaSince 12 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 February 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Miles Cooper
- CRD
- 6366670
- Firm
- Lifestyle Freedom Advisory Group · CRD 283512
- Office
- 1998 HENDERSONVILLE RD, UNIT 25, Asheville, NC 28803
- Registration
- Investment adviser registration
- In the industry since
- July 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Cooper work?
Jeffrey Cooper is an investment adviser representative registered through Lifestyle Freedom Advisory Group, LLC since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Cooper a financial advisor?
Yes. Jeffrey Cooper has a current investment-adviser registration in North Carolina and North Carolina, through Lifestyle Freedom Advisory Group since January 2021.
How many years of experience does Jeffrey Cooper have?
Jeffrey Cooper has 12 years in the financial industry, since July 2014, across 3 adviser firms.
What exams has Jeffrey Cooper passed?
Jeffrey Cooper passed the Series 65 in February 2014.
Where is Jeffrey Cooper based?
Jeffrey Cooper’s registered office is in Asheville, NC.
Is Jeffrey Cooper registered with FINRA?
No. Jeffrey Cooper has no current broker registration.
How can I verify Jeffrey Cooper’s record?
Search CRD 6366670 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Cooper’s full registration record.
