Unclaimed Profile

Jennifer Baker Cook

NEW MARKET WEALTH MANAGEMENT, LLC·COSTA MESA, California

Series 3, Series 7, Series 8, Series 63, Series 65Clean record11 years registeredNEW MARKET WEALTH MANAGEMENT, LLC

695 TOWN CENTER DRIVE, COSTA MESA, CA 92626CRD# 1243994Firm CRD# 171031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Baker Cook · COSTA MESA, CA

Registration

CRD #1243994 · NEW MARKET WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

Jul 2021 – present

CAPITAL BANK AND TRUST COMPANY

Jun 2020 – Jul 2021

Los Angeles, CA

NEW MARKET WEALTH MANAGEMENT, LLC

Jan 2015 – Aug 2018

COSTA MESA, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · January 28, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEW MARKET WEALTH MANAGEMENT, LLC

CRD 171031 · SEC 801-110574

AUM

$240M

Regulatory assets under management

Employees

359 client accounts

Services offered by NEW MARKET WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NEW MARKET WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Baker Cook offer?

Jennifer Baker Cook specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in COSTA MESA, California for a consultation.

What are Jennifer Baker Cook's credentials?

Jennifer Baker Cook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Baker Cook located?

Jennifer Baker Cook is based in COSTA MESA, California, working with NEW MARKET WEALTH MANAGEMENT, LLC. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.

How does Jennifer Baker Cook charge for services?

Jennifer Baker Cook's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEW MARKET WEALTH MANAGEMENT, LLC?

NEW MARKET WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $240M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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