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Rodney Barnard Cooper Jr.

Advisor at R. Cooper Investments — Jacksonville, FL

Updated today

Credentials

Series 65

Experience

2 years

Location

Jacksonville, FL

R. Cooper Investments logo

R. Cooper Investments

Independent

Total advisors

1

Clients per advisor

0 Very Low

Avg AUM per client

—

HNW client ratio

—

About

Rodney Cooper Jr. is a financial advisor at R. Cooper Investments in Jacksonville, FL, holding a Series 65 credential with two years of industry experience. His prior roles include positions at National Life Group, NYLife Securities LLC, and Equity Services, Inc. R. Cooper Investments provides financial planning and advisory services to individuals, high-net-worth clients, and institutional entities, including pension and profit-sharing plans. The firm emphasizes pension plan consulting and offers non-discretionary investment recommendations based on fundamental analysis across equity, fixed income, and options strategies.

Client services

Based on R. Cooper Investments

Financial planning Pension consulting
Non-investment related business consulting and cfo services

Expertise

Based on R. Cooper Investments

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Business exit / sale strategy Options & derivatives strategies

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Fee options

Fixed

Fixed fee for comprehensive financial planning services: $4,750 (unmarried individuals) to $6,500 (married couples)

Percentage

$0 - $499,999: 1.00% $500,000 - $1 million: 0.90% $1,000,000 - $5 million: 0.75% Over $5 million+: 0.65%

Commissions

Commissions for insurance product sales; typical and customary compensation, disclosed to clients

Project-based

Hourly fee of $300/hour for advice-only consulting services and additional non-investment pension consulting duties

Other

Fee-only: Hourly fee of $300/hour for advice-only consulting services for non-accredited investors; Fixed fees $4,750 for unmarried individuals, $6,500 for married couples for financial planning with written plan

Location

Jacksonville, FL

Jacksonville FL

Advisors at this office

1

Most active in

Florida · Texas

Work history

2 years of industry experience

R. Cooper Investments

2024 - Present • 2 years

Jacksonville, FL

National Life Group dba Gravity Financial

2023 - Present • 3 years

Jacksonville, FL

Equity Services, inc.

2023 - 2026 • 3 years

Montpelier, VT

National Life Group

2021 - 2023 • 2 years

Jacksonville, FL

NYLife Securities LLC

2020 - 2021 • 1 year

Jacksonville, FL

New York Life Insurance Co

2019 - 2021 • 2 years

Jacksonville, FL

Omni Hotels/TRT Holdings

2018 - 2019 • 1 year

Atlanta, GA

Ruby Tuesday

2018 - 2019 • 1 year

Jacksonville, FL

Unemployed

2017 - 2018 • 1 year

Jacksonville, FL

48 South Hospitality Group

2017 - 2017 • 1 year

Charlotte, NC

Unemployed

2017 - 2017 • 1 year

Charlotte, NC

Hickory Tavern

2016 - 2017 • 1 year

Charlotte, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jake S

CFP®

Jacksonville, FL

Spark Wealth Advisors

Hey! I'm Jake, Financial Planner and co-founder of Spark Wealth Advisors. I started Spark to deliver financial advice the best way I know how, free from constraints and biases that come with working for large corporate firms. As a gay man, I strive to enhance the financial lives of other gay men who may be hesitant to work with a financial professional out of fear of judgement, or not being comfortable sharing aspects of their personal lives that true financial planning requires. My firm is fee-only and I act as a fiduciary, always putting clients' interests before my own.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses Retired LGBTQIA Baby Boomers (Born 1946-1964)

Kevin B

CFP®

Jacksonville, FL

HCP Wealth Planning, LLC

Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.

General retirement planning FIRE (Financial Independence Retire Early)
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Luciano D

Series 65, Series 66

Jacksonville, FL

Sardona Global Advisors LLC

Luciano Duque is a financial advisor at Sardona Global Advisors LLC with Series 65 and Series 66 credentials and four years of industry experience. His work history includes roles at Securitize Markets, LLC, Solomon Capital Management, SW Financial, and Morgan Stanley, among others. Sardona Global Advisors LLC provides investment management primarily to pooled vehicles, private funds, institutional clients, and high-net-worth individuals. The firm employs a multi-asset, multi-manager approach, conducting due diligence on sub-advisers while managing portions of client assets directly, and offers additional services such as private fund administration and corporate management.

Private / alternative investments Multi-state taxation Real estate investing
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Robert L

CFP®, Series 63, Series 65

Atlantic Beach, FL

Financial Prescriptions, LLC

Robert Liggero is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Financial Prescriptions, LLC since 2012. Prior to and alongside his financial advisory role, he has worked as a physician assistant in a pediatric ICU at Baptist Medical Center since 1990. Financial Prescriptions serves individual and high-net-worth clients with comprehensive financial planning and consulting, coordinating investment management through third-party institutional managers. The firm employs a structured, multi-phase planning process and combines fundamental and technical analysis with both active and passive investment strategies.

Active portfolio management
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Mario P

CFP®, Series 66

Jacksonville, FL

Toams Financial

Mario Payne is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Toams Financial. Prior to founding Toams Financial in 2019, he worked for Raymond James Financial Services from 2013 to 2019. Outside of advisory services, Mr. Payne is an Independent Insurance Agent and holds minority ownership stakes in several technology and real estate platforms, including Let Bob LLC, a software app focused on investment strategies and trading automation. He is also the author of the book *The Relax Estate - The Relax Investor*. Toams Financial provides discretionary investment management and financial planning to individual and high-net-worth clients, using a mix of fundamental, technical, cyclical, behavioral, and charting analysis in a primarily long-term investment approach. The firm integrates AI-driven products such as the Let Bob AI Powered Momentum ETF (LETB) into client portfolios and manages a notably high client load for a single-advisor practice.

ESG / Sustainable investing
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Grysko J

Series 65

Jacksonville Beach, FL

Ascend Wealth Advisors, LLC

James Grysko is a financial advisor at Ascend Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Swindell Bohn Durden & Phillips PL and PGA TOUR, Inc. Ascend Wealth Advisors provides investment supervisory services primarily to institutional and pooled-plan clients, employing a value-driven, fundamental investment approach that emphasizes companies with strong balance sheets, steady earnings, and dividend histories. The firm also offers investor education seminars and operates under an affiliation with a public accounting firm and a third-party money manager through a fee-sharing arrangement.

Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
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