Jason Cook (CRD# 4349388) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Graham, NC and has over 23 years of experience in the finance industry. Jason 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# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 7033844
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bfc Planning, Inc. | Graham, NC | Nov 2018 - Current | 5 |
| Berthel Fisher & Company Financial Services Inc. | Graham, NC | Jan 2006 - Current | 18 |
| Alco Investment Club | Graham, NC | Jan 2009 - Nov 2018 | 9 |
| Graham Area Business Association | Graham, NC | Oct 2006 - Nov 2018 | 12 |
| Graham Fire Department | Graham, NC | Jun 2005 - Nov 2018 | 13 |
| Stokes, Cook & Associates | Graham, NC | Jan 2004 - Nov 2018 | 14 |
| Graham Fire Department | Graham, NC | Jun 1996 - Aug 2014 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management742MILLIONS
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Total Number of Accounts3,481ACCOUNTS
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Average Account Value$213,220
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