James
Cook

Beacon Capital Management, Inc

CRD#2685452
Investment Advisor
in Dayton, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Cook is a financial advisor who works in Dayton, Ohio with a total of 20 years of industry experience. Cook is an advisor for Beacon Capital Management, Inc. Their career trajectory has included roles at Beacon Capital Management, Inc and The Tavenner Company. Cook holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Montana, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington and Wisconsin. Beacon Capital Management, Inc is a registered investment company that has its headquarters in Dayton, OH. It handles $5 billion in assets under management between its 16,372 accounts, making it one of the biggest firms in the country by assets under management. The firm serves nine charitable organizations. Of its 16,372 customer accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets. The business provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. A financial advisor's fee schedules usually are based on which service is offered. Fees charged by Beacon Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

20 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

14 West First Street, Ste 302
Dayton, OH 45402

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.

Beacon Capital Management, Inc Brokerage Details

Total Assets Under Management

$4,922,296,385

OH Average: $2,106,341,625
Total Number of Employees

25

OH Average: 34
Total Number of Accounts

16,372

OH Average: 1,972
Average Account Size

$300,653

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

James Cook Work History

James has been registered as a financial advisor for 20 years.*

2001 - Present (23 years)

The Tavenner Company

1999 - Present (25 years)

Beacon Capital Management, Inc

*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 James 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 Beacon Capital Management, Inc

Isaiah Stegman
Sac City, IA
Tyler Mays
Dayton, OH
Brett Agnew
Dayton, OH
Brian Thomson
Dayton, OH
Thomas Corner
Dayton, OH
Vincent Gaglione
Dayton, OH
Emily Damman
Dayton, OH
Melissa Scheuerman
Dayton, OH

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started