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Jennifer Baker Cook

Capital Group Private Client Services, Inc.

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About Jennifer Baker Cook

Jennifer Cook is a registered investment advisor representative with Capital Group Private Client Services, Inc. Jennifer holds a Series 63 license and is also a licensed Investment Advisor Representative. Jennifer has a strong background in the financial services industry, with over 20 years of experience. Jennifer has worked with a variety of clients, including individuals, families, trusts, and charitable organizations. She is committed to providing her clients with personalized financial advice and guidance. Jennifer is also a member of the American Institute of Certified Public Accountants (AICPA).

Firm Information

Jennifer Cook is currently registered with Capital Group Private Client Services, Inc.. Capital Group Private Client Services, Inc. is an investment advisor headquartered in LOS ANGELES, CA. They manage over $38 billion in assets, primarily for high-net-worth individuals and charitable organizations. The firm also provides portfolio management for pooled investment vehicles, corporations, and pension plans.
Capital Group Private Client Services, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071

$38.34B

Assets Under Management

Not reported

Total Clients

51

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Cook’s Registration & Firm History

CA

07/01/2021 - Present

Capital Group Private Client Services, Inc. (LOS ANGELES CA)

CT

02/28/2003 - 01/20/2006

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

NY

12/07/2000 - 02/28/2001

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NY

02/23/1984 - 12/07/2000

SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/28/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/17/1989

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 03/27/1985

Series 3 - National Commodity Futures Examination

BC

Issued 02/18/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Baker Cook.
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