Jennifer Cook (CRD# 6804622) is an Investment Advisor Representative working at Cypress Point Wealth Management, LLC in Dallas, TX and has 1 year of experience in the finance industry. Jennifer Cook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cypress Point Wealth Management, LLC | Dallas, TX | Jan 2018 - Current | 6 |
| Texas Tech University | Lubbock, TX | Aug 2014 - Dec 2017 | 3 |
| Quest Capital Management, Inc. | Dallas, TX | May 2017 - Aug 2017 | < 1 |
| Evensky & Katz/foldes Financial Wealth Management | Lubbock, TX | Apr 2016 - May 2017 | 1 |
| Robert E. Lee High School | Midland, TX | Aug 2011 - May 2014 | 2 |
- TX
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Total Assets Under Management798MILLIONS
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Total Number of Accounts940ACCOUNTS
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Average Account Value$848,588
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, LA, TX
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