Kailen H Cook
Investment adviser representative at Edward Jones
9 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Edward JonesJun 2025 to now
- Voya Financial Partners, LLCJan 2025 to Apr 2025
- Oneamerica SecuritiesMar 2019 to Jan 2025
- American United LifeDec 2018 to Jan 2025
- Advisory WorldDec 2018 to Jan 2019
- Ak Financial GroupOct 2017 to Dec 2018
- LPL Financial LLCJun 2016 to Feb 2018
- Pfg AdvisorsJun 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 4081409
- Firm CRD
- 250