Jason Coopersmith Financial Professional

Registered Representative

As a financial professional with Coastal Wealth and a father of two young children, Jason works with individuals and corporations to create a unique and customized strategy to work towards achieving their financial objectives. There is nothing more that we hold dear to our hearts then our families, and Jason is dedicated to building sound financial strategies so that you can spend your time with the ones you love.

Jason focuses on Advance Tax Planning, Life Insurance, College Funding, Disability, Long-term Care, Annuities, Retirement Strategies, Investments and succession planning.  

Jason combines his personal service, knowledge and leadership skills with Coastal Wealth's size and strength to provide a cornerstone of service and strategy. Coastal Wealth, is a member of MassMutual Financial Group which is currently a worldwide leader in financial protection strategies and wealth management. 

Jason holds a Bachelor's degree in Finance and International Business from Florida Atlantic University (FAU). He holds the FINRA Series 7 and Series 66, securities registration. Jason is also licensed to offer life, health, and annuities in Florida. He is a member of the Pompano Beach Florida Rotary, Boca Raton Florida Chamber of Commerce and the Pompano Beach Florida Chamber of Commerce. Jason currently resides in Pompano Beach Florida with his wife Lindsey and two children. He is an avid sports fan and enjoys fishing, boating, and spending quality time with his family.


Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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