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Our financial advice team


Jerald Cooperman

Jerald Cooperman

AAMS®

Financial Advisor

Fields Wealth Management
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Domestic Partner Planning
  • Investments

Interests

I enjoy traveling, relaxing to music and taking my wife of 31 years, Cindi, along with sons Bobby, Steven, Brian and Justin to Dallas Mavericks, Stars games and other events and concerts.

Awards & recognition

  • Five Star Wealth Manager, 2015

Qualifications

  • AAMS® Accredited Asset Management Specialist℠
  • Series 7 License
  • Series 63 License
  • Series 66 License
Newsletter

to receive my newsletters and other financial and market information

Community participation

Volunteer for Neuro Assistance Foundation to help people with spinal cord injuries.