Jennifer Cooke (CRD# 6022902) is an Investment Advisor Representative working at Commonwealth Financial Network in Holyoke, MA and has over 9 years of experience in the finance industry.
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
CRD# 2093525
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Wealth Transition Collective | Holyoke, MA | Jan 2023 - Current | 1 |
| Commonwealth Financial Network | Waltham, MA | Jan 2017 - Current | 7 |
| Ernst Financial Group | East Longmeadow, MA | Jun 2020 - Jan 2023 | 2 |
| Cig Private Wealth Management | Glastonbury, CT | May 2019 - Jan 2023 | 3 |
| Pension & Benefits Associatees, Inc. | West Springfield, MA | Jan 2012 - Apr 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- CT
- MA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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