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Jeffrey George Cook

Shea & Company, LLC

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About Jeffrey George Cook

Jeffrey George Cook is a financial professional with over 14 years of experience in the industry. Jeffrey is currently registered with Shea & Company, LLC in Boston, MA and has previously been registered with firms such as Armory Securities, LLC and Morgan Keegan & Company, Inc. Jeffrey is a Series 7, Series 63, SIE and Series 79TO licensed professional.

Firm Information

Jeffrey Cook is currently registered with Shea & Company, LLC. Shea & Company, LLC is a Limited Liability Company formed on January 25, 2005. It is registered in California, Massachusetts, and New York. The firm has one approved SEC registration and three approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeffrey Cook’s Registration & Firm History

MA

11/13/2014 - Present

Shea & Company, LLC (BOSTON MA)

MA

05/15/2012 - 11/19/2014

ARMORY SECURITIES, LLC (BOSTON MA)

MA

10/07/2010 - 05/01/2012

MORGAN KEEGAN & COMPANY, INC. (BOSTON MA)

MA

02/11/2009 - 08/27/2010

SCOTT & STRINGFELLOW, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 02/03/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey George Cook.
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