James Cook, financial advisor West Palm Beach FL
90 score

James Cook

CRD Number: 5992545
Current Firm: Wells Fargo Advisors, LLC

James Cook (CRD# 5992545) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in West Palm Beach, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC West Palm Beach, FL Oct 2011 - Current 5
Wells Fargo Bank Na West Palm Beach, FL Oct 2010 - Current 6
Unemployed Morgantown, WV Sep 2010 - Oct 2010 < 1
Wells Fargo Financial Morgantown, WV Dec 2009 - Sep 2010 < 1
Kay Jewelers Morgantown, WV Feb 2009 - Dec 2009 < 1
West Virginia University Morgantown, WV Aug 2005 - Dec 2009 4
The Finish Line Morgantown, WV Jun 2008 - Oct 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for James E. Cook
Phone Number: 314-875-3000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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