Profile
Jason Werner Cooper worked as an Investment Officer at 1st Source Bank.
He then worked as a Vice President & Portfolio Manager at 1st Source Corporation Investment Advisors, Inc. from 2001 to 2020.
Cooper received his undergraduate degree from Purdue University in 1998 and his MBA from Valparaiso University in 2011.
Former positions of Jason Werner Cooper
| Companies | Position | End |
|---|---|---|
1st Source Corporation Investment Advisors, Inc.
1st Source Corporation Investment Advisors, Inc. Investment ManagersFinance 1st Source CIA invests for the long-term and seeks to diversify their client’s portfolios to manage risk. The firm utilizes a variety of securities including but not limited to, equities, bonds, US governments, municipals, mutual funds (including closed-end funds) and unit investment trusts (UITs). Generally, all purchases of securities are recommended for long-term holding periods but for some clients, shorter term holding periods may be valid to achieve certain goals. At the client's request, securities may be purchased on margin. Certain clients maintain margin loans for purchase of investments or other purposes. Option strategies and selling covered calls are only utilized at the client's request. | Portfolio Manager-Equities | 2020-05-31 |
1st Source Bank
1st Source Bank Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | - |
Training of Jason Werner Cooper
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
1st Source Bank
1st Source Bank Regional BanksFinance Operates as a state chartered commercial bank | Finance |
1st Source Corporation Investment Advisors, Inc.
1st Source Corporation Investment Advisors, Inc. Investment ManagersFinance 1st Source CIA invests for the long-term and seeks to diversify their client’s portfolios to manage risk. The firm utilizes a variety of securities including but not limited to, equities, bonds, US governments, municipals, mutual funds (including closed-end funds) and unit investment trusts (UITs). Generally, all purchases of securities are recommended for long-term holding periods but for some clients, shorter term holding periods may be valid to achieve certain goals. At the client's request, securities may be purchased on margin. Certain clients maintain margin loans for purchase of investments or other purposes. Option strategies and selling covered calls are only utilized at the client's request. | Finance |
Purdue University
Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Valparaiso University
Valparaiso University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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