Jonathan Cooper
Joy Equity Management · Boulder, Colorado
Jonathan Cooper is a fee-only financial advisor at Joy Equity Management in Boulder, Colorado. Joy Equity Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Joy Equity Management |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $9.2M across 12 accounts |
| SEC registration | Investment adviser representative in CO · CRD 5203579 |
| Exams passed | Series 63 (2011) · Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | joyequitymgmt.com |
| Profile |
How Jonathan's firm compares
- Joy Equity Management's average account is about $767,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Jonathan
Is Jonathan Cooper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Joy Equity Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Joy Equity Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jonathan Cooper based?
Jonathan Cooper is based in Boulder, Colorado.
Is Jonathan Cooper registered with the SEC?
Yes. Jonathan Cooper is registered as an investment adviser representative in CO (CRD 5203579), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Joy Equity Management manage?
Joy Equity Management reports $9.2M across 12 accounts in assets under management.
How do I contact Jonathan Cooper?
Through Jonathan's website, joyequitymgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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