Jason Cooke, financial advisor Clayton DE
93 score

Jason Cooke

CRD Number: 5300382
Current Firm: Vicus Capital, Inc.

Jason Cooke (CRD# 5300382) is an Investment Advisor Representative working at Vicus Capital, Inc. in Clayton, DE and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Vicus Capital, Inc. (formerly Pfg Financial Advisors) State College, PA Jan 2015 - Current 1
Cetera Advisor Networks LLC El Segundo, CA Feb 2014 - Current 2
Kirby & Holloway Family Restaurant Dover, DE Dec 2013 - Current 3
Peter Oldziey & Associates Dover, DE Jan 2014 - Feb 2015 1
Pfg Financial Advisors State College, PA Feb 2014 - Dec 2014 < 1
Metlife Securities Inc. Wayne, PA Dec 2009 - Feb 2014 4
Ameriprise Financial Services Inc. Wilmington, DE Mar 2007 - Dec 2009 2
The Star Group Wilmington, DE Feb 2005 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Jason D. Cooke
Phone Number: 855-558-4287
Firm Website: http://vicuscapital.com/
Registered State(s):
  • DE
  • TX
By the Numbers
  • Total Assets Under Management
    1,094
    MILLIONS
  • Total Number of Accounts
    4,397
    ACCOUNTS
  • Average Account Value
    $248,896
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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