Business ProfileforTotal Wealth Management
Current Alerts For This Business
Additional business information
The following describes a pending government action that has been formally brought by a government agency but has not yet been resolved. We are providing a summary of the governments allegations, which have not yet been proven.
On May 10, 2017 The San Diego County District Attorney's Office charged Jacob Keith Cooper, the owner of Total Wealth Management, with 18 felony crimes. He is accused of fraudulent sales of a security, theft from an elder adult and employing a scheme to defraud investors of millions of dollars.
This matter is pending. For more details, click here.
At-a-glance
Related Categories
Overview
Business Details
This is a multi-location business.
- Location of This Business
- 8880 Rio San Diego Dr #800, San Diego, CA 92108
- BBB File Opened:
- 9/26/2006
- Years in Business:
- 19
- Business Started:
- 10/1/2005
- Business Incorporated:
- 12/18/2008
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
- Type of Entity:
- Corporation
- Business Management
- Mr. Douglas Shoemaker, COO
- Mr. Jacob Cooper, CEO/Owner
- Ms. Brittany Fowler, Client Relations Manager
- Mr. Nathan McNamee, President & Compliance Director
- Contact Information
Principal
- Mr. Douglas Shoemaker, COO
- Mr. Jacob Cooper, CEO/Owner
- Mr. Nathan McNamee, President & Compliance Director
Customer Contact
- Mr. Nathan McNamee, President & Compliance Director
- Additional Contact Information
Fax Numbers
- (619) 374-2435Primary Fax
Email Addresses
- Primary
Website Addresses
- (619) 374-2435
Customer Complaints
0 Customer Complaints
Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews
File a ComplaintBBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.