Jeffry
Cook
Missionsquare Retirement
Answer a few questions and
get matched with an advisor.
About this Advisor
Jeffry Cook is a financial advisor operating out of Washington, District Of Columbia who has 16 years of industry experience. Cook works at Missionsquare Retirement. They have been an employee of Missionsquare Retirement for their entire career. Cook holds Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to work in Illinois and Wisconsin. Missionsquare Retirement is a financial advisory business operating out of Washington, DC. The company has offices in nine locations and a total of 608 people on staff. It has $641 million in assets among its one accounts, making it one of the larger financial advisory firms in the United States by assets under management. Missionsquare Retirement performs a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees typically are based on the financial services offered. Fees charged by Missionsquare Retirement typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Missionsquare Retirement Brokerage Details
$641,022,740
608
1
$641,022,740
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jeffry Cook Work History
Jeffry has been registered as a financial advisor for 16 years.*
Icma Retirement Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffry Cook to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Missionsquare Retirement
Washington, DC
Washington, DC
Washington, DC
Washington, DC
New Rochelle, NY
Washington, DC
Washington, DC
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
