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John Wesley Cook

Managed Financial Services Corp. Inc.

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About John Wesley Cook

John Wesley Cook is an Investment Advisor Representative at Managed Financial Services Corp. Inc. John has been in the financial industry for over 25 years and has experience in a variety of financial services, including portfolio management. John is registered with the state of Texas and has passed the Series 6, 63, 65 and 26 exams. John has a history of working at several firms in the industry. John has worked at Managed Financial Broker Services, L.L.C., Securities Service Network, Inc., Tradeway Securities Group, Inc., Amerinational Financial Services, Inc., Planned Investments Inc., Financial Network Investment Corporation and First American National Securities, Inc. John's experience and knowledge make him a valuable asset to Managed Financial Services Corp. Inc.

Firm Information

John Cook is currently registered with Managed Financial Services Corp. Inc.. Managed Financial Services Corp. Inc. is an investment advisor registered with the SEC. It provides portfolio management for individuals and has approximately $56.7 million in regulatory assets under management. The firm has 2 investment advisor representatives and manages assets for 358 clients.

$56.66M

Assets Under Management

Not reported

Total Clients

7

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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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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John Cook’s Registration & Firm History

TX

12/10/1999 - Present

Managed Financial Services Corp. Inc. (HOUSTON TX)

TX

10/14/2002 - 12/21/2009

MANAGED FINANCIAL BROKER SERVICES, L.L.C. (HOUSTON TX)

TN

05/15/1997 - 12/03/2002

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

CA

07/03/1995 - 05/21/1997

TRADEWAY SECURITIES GROUP, INC. (CARLSBAD CA)

NA

01/04/1993 - 07/05/1995

AMERINATIONAL FINANCIAL SERVICES, INC.

GA

06/05/1992 - 12/31/1992

PLANNED INVESTMENTS INC. (ATLANTA GA)

CA

01/03/1991 - 06/09/1992

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

GA

04/14/1986 - 01/11/1991

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 12/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/1989

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/15/1994

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 04/11/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Wesley Cook.
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