Unclaimed
Jared Cook is a financial advisor at Fidelity Personal And Workplace Advisors. Jared has over 10 years of experience in the financial services industry. Jared has worked for several firms, including TD Ameritrade, MML Investors Services, LLC, Pruco Securities, LLC, Securian Financial Services, Inc., and AXA Advisors, LLC. Jared is registered with the state of New Jersey and Texas and holds Series 63, 66 and 7 licenses. Jared's focus is on providing financial planning and portfolio management services to individuals, families, and businesses. Jared specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Jared's office is located at 35 MORRIS STREET in MORRISTOWN, NJ.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/14/2020 - Present
Fidelity Personal AND Workplace Advisors (MORRISTOWN NJ)
NJ
05/15/2020 - 09/29/2020
TD AMERITRADE, INC. (MORRISTOWN NJ)
NJ
03/07/2019 - 04/09/2020
MML INVESTORS SERVICES, LLC (Fairfield NJ)
NJ
04/12/2018 - 02/21/2019
PRUCO SECURITIES, LLC. (EAST HANOVER NJ)
NJ
08/09/2016 - 04/05/2018
SECURIAN FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
NJ
04/03/2013 - 08/05/2016
AXA ADVISORS, LLC (MORRISTOWN NJ)
NJ
01/09/2012 - 02/12/2013
PFS INVESTMENTS INC. (OAKLAND NJ)
NJ
11/06/2010 - 01/11/2011
MML INVESTORS SERVICES, LLC (MONTVALE NJ)
NJ
06/27/2008 - 11/24/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWARK NJ)
NY
01/10/2008 - 06/30/2008
WESTROCK ADVISORS, INC. (NEW YORK NY)
BOTH
Issued 09/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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