Jeffrey
Cone

Beam Wealth Advisors, Inc

CRD#6066938
Investment Advisor
in Columbus, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeffrey Cone is a chartered financial analyst based out of Columbus, Ohio. Cone currently works for Beam Wealth Advisors, Inc. Cone has gained experience at Ameriprise Financial Services, Inc, Strs Ohio, Occ-Comptroller Of The Currrency, Arkansas State University, Benedetti, Gucer & Associates, Comprehensive Wealth Partners and Beam Wealth Advisors, Inc. Cone holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Louisiana and Ohio. Beam Wealth Advisors, Inc is a business operating out of Covington, LA. The investment advisory business has offices in 14 locations and a total of 18 advisors. It oversees $499 million in total assets between its 2,608 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 2,608 customer accounts, just 10% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services, educational seminars and other services. Financial management fees largely depend on the type of services provided. However, fee types charged by Beam Wealth Advisors, Inc can consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Columbus, OH

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.

Beam Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$499,240,343

OH Average: $486,181,852
Total Number of Employees

18

OH Average: 13
Total Number of Accounts

2,608

OH Average: 722
Average Account Size

$191,427

OH Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops
  • Other

Jeffrey Cone Work History

Jeffrey has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Beam Wealth Advisors, Inc

2022 - Present (2 years)

Benedetti, Gucer & Associates

2018 - 2022 (4 years)

Ameriprise Financial Services, Inc

2018 - 2022 (4 years)

Comprehensive Wealth Partners

2017 - 2018 (1 year)

Strs Ohio

2014 - 2017 (3 years)

Occ-Comptroller Of The Currrency

2010 - 2014 (4 years)

Arkansas State University

*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 Jeffrey Cone 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 Beam Wealth Advisors, Inc

Steven Gregory
Murfreesboro, TN
Jordan Scallan
Metairie, LA
Bryant Swann
Tullahoma, TN
Garrett Leroux
Covington, LA
Jeffrey Cone
Columbus, OH
Amy Betts
Denver, CO
Lee Cosgrove
Covington, LA
Jason Spears
Columbus, MS

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