Jeffrey Charles Cone
Investment adviser representative at Beam Wealth Advisors, Inc.
12 yearsExperience
2 statesRegistered in
CFADesignation
$1.6BFirm assets
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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
- Market timing
- Seminars and workshops
Experience
12 years in the industry.
- Beam Wealth Advisors, Inc.Mar 2023 to now
- Benedetti, Gucer & AssociatesOct 2022 to now
- Comprehensive Wealth PartnersDec 2018 to Oct 2022
- Ameriprise Financial Services, Inc.Nov 2018 to Oct 2022
- UnemployedMay 2018 to Nov 2018
- Strs OhioJan 2017 to May 2018
- Occ-comptroller of the CurrrencyJun 2014 to Jan 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (LA, OH).
Beam Wealth Advisors, Inc.
$1.6BAssets managed
2,258Clients
25Advisers
25 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
- 6066938
- Firm CRD
- 109867