DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

Jason Brian Coopersmith

Advisor at VALMARK ADVISERS, INC.

Fort Lauderdale, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0200b1ba-9fcb-e752-542b-04ee47129d9a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 19, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VALMARK ADVISERS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 27, 2015
First registration: Mar 19, 2015
Dual registered: yes, broker-dealer
Other names: JASON COOPERSMITH
IAPD individual key: 6307673

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VALMARK ADVISERS, INC.	Bd affiliated wealth	Jan 15, 2020	n/a	yes	Fort Lauderdale, FL	Current employment
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 25, 2017	Jan 3, 2020	no	FORT LAUDERDALE, FL	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 23, 2017	Mar 25, 2017	no	FORT LAUDERDALE, FL\|SPRINGFIELD, MA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Mar 19, 2015	Feb 27, 2017	no	BOCA RATON, FL\|POMPANO BEACH, FL\|BOCA RATON, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MML INVESTORS SERVICES, LLC	VALMARK ADVISERS, INC.	Jan 3, 2020	Jan 15, 2020	12	Firm change	Ibd to ibd
MSI FINANCIAL SERVICES, INC.	MML INVESTORS SERVICES, LLC	Mar 25, 2017	Mar 25, 2017	0	Bulk transfer	Other
EQUITABLE ADVISORS, LLC	MSI FINANCIAL SERVICES, INC.	Feb 27, 2017	Feb 23, 2017	-4	Firm change	Other

Relationships

Registered with (4)

→ VALMARK ADVISERS, INC.Registered adviserregistration: current employment
Jan 15, 2020 to presentfactForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 25, 2017 to Jan 3, 2020factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 23, 2017 to Mar 25, 2017factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 19, 2015 to Feb 27, 2017factForm ADV

Dated events

No dated event names this entity yet.