Wells Fargo Advisors
43yrs
Top advisor by experience in Peachtree City
9yrs
Cooper Helm
Financial advisor at Edward Jones
Cooper Helm has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Peachtree City, Georgia. Cooper has been with Edward Jones since 2021. Cooper holds the CFP® designation.
One of 127 advisors with offices in Peachtree City, and one of 119 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office6000 Shakerag Hill Suite 202, Peachtree City, GA 30269
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowEdward JonesCurrent firm
Contact Cooper
Local office(678) 519-2848Ask for Cooper. (314) 515-2000Main office · St. Louis, MO 6000 Shakerag Hill Suite 202Peachtree City, GA 30269Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Cooper
Tailored to Cooper’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Cooper
How do I contact Cooper?
Call Cooper’s local office at (678) 519-2848 or the Edward Jones main office at (314) 515-2000, and ask for Cooper Helm.
How long has Cooper been a financial advisor?
Cooper has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Cooper hold?
Series 66. Tap any license on this page to see what it allows.
Is Cooper a fiduciary?
Cooper is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cooper paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Cooper for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wells Fargo Advisors
41yrs
Top 2% by experience in Peachtree City
Osaic Wealth
40yrs
Top 2% by experience in Peachtree City
Wells Fargo Advisors
39yrs
Top 3% by experience in Peachtree City
Comprehensive Wealth Management
36yrs
Top 4% by experience in Peachtree City
Morgan Stanley
34yrs
Top 5% by experience in Peachtree City