James Cook, financial advisor Dayton OH

James Cook

CRD Number: 2685452
Current Firm: Beacon Capital Management, Inc.

James Cook (CRD# 2685452) is an Investment Advisor Representative working at Beacon Capital Management, Inc. in Dayton, OH and has over 28 years of experience in the finance industry.

Similar Advisors
Brian Tegtmeyer, financial advisor Dayton OH
Brian M. Tegtmeyer
CRD# 7298322
Truly Prosper Financial Planning LLC
Similar Advisors
Michael Abbinante, financial advisor Dayton OH
Michael J. Abbinante
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
John Abbott, financial advisor Dayton OH
John M. Abbott
CRD# 2930449
Primerica Advisors
Company Name Location Dates Years
The Tavenner Company Springfield, OH Oct 2001 - Current 22
Beacon Capital Management, Inc. Dayton, OH Jul 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
S65 NASAA Investment Advisors Law Examination Feb 1996
Contact Info for James C. Cook
Phone Number: 937-439-9093
Registered State(s):
  • AL
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • MD
  • MA
  • MI
  • MS
  • MT
  • NV
  • NH
  • NJ
  • NM
  • NC
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    4,329
    MILLIONS
  • Total Number of Accounts
    15,730
    ACCOUNTS
  • Average Account Value
    $275,202
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from James Cook and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.