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James Christopher Cook

Investment adviser representative at Beacon Capital Management, Inc.
27 yearsExperience
38 statesRegistered in
$4.3BFirm assets
24 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

27 years in the industry.

  1. The Tavenner CompanyOct 2001 to now
  2. Beacon Capital Management, Inc.Jul 1999 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law1996

State registrations

Registered as an investment adviser representative in 38 states (AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MS, MT, NC, NH, NJ, NM, NV, OH, OK, OR, PA, RI, SC, TX, UT, VA, WA, WI).

Beacon Capital Management, Inc.

$4.3BAssets managed
10,456Clients
26Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2685452
Firm CRD
120641
Advisor's SEC record (opens in a new tab)
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