Beam Wealth Advisors, Inc

Investment Advisor
in Columbus, OH

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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

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Beam Wealth Advisors, Inc Brokerage Details

Total Assets Under Management


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


OH Average: 13
Total Number of Accounts


OH Average: 722
Average Account Size


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.


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

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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.

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