Jon
Cook

Cook Wealth Management Group LLC

CRD#1304538
Investment Advisor
in Raleigh, NC
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About this Advisor

Jon Cook is a certified financial planner based in Raleigh, North Carolina. Currently an investment advisor at Cook Wealth Management Group LLC, they have accumulated 13 years of practice as a registered investment advisor. Cook maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Cook can work with customers in Massachusetts, North Carolina and Texas. Their career trajectory has included roles at Cook Wealth Management Group LLC and Lpl Financial LLC. Cook Wealth Management Group LLC is based out of Raleigh, North Carolina, and has two other brick-and-mortar locations throughout the nation. Overall, Cook Wealth Management Group LLC manages $325 million in assets throughout 908 accounts and employs eight staff members. The level of assets currently under the firm's management makes it one of the mid-sized firms in the nation. The firm manages 762 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 11% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Cook Wealth Management Group LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

4101 Lake Boone Trail Suite 210
Raleigh, NC 27607

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Cook Wealth Management Group LLC Brokerage Details

Total Assets Under Management

$302,779,262

NC Average: $3,625,019,099
Total Number of Employees

12

NC Average: 22
Total Number of Accounts

907

NC Average: 1,917
Average Account Size

$333,825

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jon Cook Work History

Jon has 13 years of experience.

2014 - Present (5 years)

Cook Wealth Management Group LLC

2005 - 2018 (13 years)

Lpl Financial LLC

2005 - 2014 (9 years)

Lpl Financial LLC

Disclosures

Jon Cook has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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