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Managing Member and Chief Compliance Officer · Moola Copilot LLC

Jason M. Schappert

CRD 8016060 · Named on Form ADV at one SEC-registered adviser

At a glance

Moola Copilot LLC, an SEC-registered asset manager based in Naples, FL with $0 in regulatory assets, lists Jason M. Schappert on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • Moola Copilot LLCManaging Member and Chief Compliance OfficerAsset manager · Naples, FL · $0M in regulatory assets

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.