Platinum Peak Advisors, LLC
Jason Coopersmith is an experienced financial advisor with a diverse background in the financial services industry, currently serving at Platinum Peak Advisors, LLC since January 2020. Previous roles include financial advisor at Coastal Wealth from February 2017 to January 2020 and registered representative at AXA Advisors. Jason Coopersmith has demonstrated leadership in various capacities, managing teams at Bank of America in mortgage servicing and fulfillment, as well as serving as senior branch manager at 1st Continental Mortgage Lenders and president at Southcore Mortgage Inc. Jason Coopersmith holds a BA in Finance and International Business from Florida Atlantic University and has extensive expertise in insurance and securities sales, licensed in Florida.
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Platinum Peak Advisors, LLC
At Platinum Peak Advisors, we believe that successfully reaching financial independence requires thoughtful assistance and a professional plan that addresses not only the opportunities but also the risks that you may encounter. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201. Platinum Peak Advisors, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third-party posts do not reflect the views of Valmark Securities, Valmark Advisers, or Platinum Peak Advisors, LLC and have not been approved prior to posting.