Jennifer
Cook
Cypress Point Wealth Management, LLC
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About this Advisor
Jennifer Cook is a certified financial planner operating out of Dallas, Texas with 2 years of industry experience. Cook is on the advisory team at Cypress Point Wealth Management, LLC. The advisor has gained experience at Cypress Point Wealth Management, LLC, Quest Capital Management, Inc, Evensky & Katz/Foldes Financial Wealth Management, Texas Tech University and Robert E. Lee High School. Cook is approved to operate in Texas. Cypress Point Wealth Management, LLC is a financial advisory company based in Dallas, TX. The firm has a total of 21 employees. It manages $616 million in total assets among its 879 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 879 accounts, 69% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually are based on which services are provided. However, fee types billed by Cypress Point Wealth Management, LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cypress Point Wealth Management, LLC Brokerage Details
$615,938,432
21
879
$700,726
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jennifer Cook Work History
Jennifer has been registered as a financial advisor for 2 years.*
Cypress Point Wealth Management, LLC
Quest Capital Management, Inc
Evensky & Katz/Foldes Financial Wealth Management
Texas Tech University
Robert E. Lee High School
*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 Jennifer 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 Cypress Point Wealth Management, LLC
Dallas, TX
Dallas, TX
Dallas, TX
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.
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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.
