Stephen James Cooke
Investment adviser representative at Ameritas Advisory Services, LLC
14 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business
Are you Stephen James Cooke? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Ameritas Advisory Services, LLCNov 2021 to now
- Ameritas Investment Company, LLCMar 2020 to now
- Ameritas Life Insurance CorpDec 2012 to now
- Highlands Insurance&retirement Solutions dba Issaquah FinancialOct 2008 to now
- Everett 3 On 3 Basketball TournamentJul 2022 to Jul 2022
- MML Investors Services, LLCFeb 2018 to Feb 2020
- Massmutual Life Insurance CompanyDec 2017 to Feb 2020
- Ameritas Investment CorpFeb 2013 to Feb 2018
- Cornerstone Financial Group LLCJan 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 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
- 5156259
- Firm CRD
- 317245