Jennifer A Cooke
Investment adviser representative at Kestra Advisory Services, LLC
14 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Kestra Advisory Services, LLCSep 2025 to now
- Kestra Investment Services, LLCSep 2025 to now
- The Wealth Transition CollectiveJan 2023 to Sep 2025
- Ernst Financial GroupJun 2020 to Jan 2023
- Cig Private Wealth ManagementMay 2019 to Jan 2023
- Commonwealth Financial NetworkJan 2017 to Sep 2025
- Pension & Benefits Associatees, Inc.Jan 2012 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 6022902
- Firm CRD
- 283330