James Cook (CRD# 5721769) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mattituck, NY and has over 3 years of experience in the finance industry.
CRD# 5005616
Wynkoop LLC
CRD# 6155140
J.p. Morgan Securities LLC
CRD# 2184176
Agemy Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Mattituck, NY | Jul 2021 - Current | 2 |
| J.p. Morgan Securities LLC | Mattituck, NY | Jul 2021 - Current | 2 |
| Veterans Canteen Service | Loma Linda, CA | Dec 2020 - Jun 2021 | < 1 |
| Mass Mutual Life Insurance Co | Charleston, SC | Jun 2018 - Jun 2021 | 3 |
| Unemployed | Redlands, CA | Aug 2020 - Nov 2020 | < 1 |
| New York Life Insurance Company | Riverside, CA | Jul 2020 - Aug 2020 | < 1 |
| Nylife Securities LLC | Riverside, CA | Jun 2020 - Aug 2020 | < 1 |
| Farmers Financial Solutions, LLC | Ontario, CA | May 2020 - Jun 2020 | < 1 |
| Farmers Insurance | Ontario, CA | Apr 2020 - Jun 2020 | < 1 |
| Edward Jones | Redland, CA | Mar 2020 - Mar 2020 | < 1 |
| Unemployed | Redlands, CA | Feb 2020 - Feb 2020 | < 1 |
| Coldwell Banker | Charleston, SC | Oct 2019 - Jan 2020 | < 1 |
| Agent Owned Realty | Summerville, SC | Aug 2018 - Sep 2019 | 1 |
| Highgarden Real Estate | Charleston, SC | Dec 2017 - Aug 2018 | < 1 |
| Keller Williams Realty | Vero Beach, FL | Feb 2017 - Dec 2017 | < 1 |
| Unemployed | Vero Beach, FL | May 2016 - Jan 2017 | < 1 |
| Hsbc Securities (usa) Inc. | Hampton Bays, NY | Jul 2014 - Apr 2016 | 1 |
| Hsbc Bank | Hampton Bays, NY | Jul 2014 - Apr 2016 | 1 |
| Capital One | Southampton, NY | Jul 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- NY
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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