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Jason Michael Cooke

HERRMANN & COOKE, INC.·DANVILLE, California
Series 7, Series 63Clean record29 years registeredHERRMANN & COOKE, INC.
370 DIABLO ROAD, DANVILLE, CA 94526-3438CRD# 2835024Firm CRD# 110722

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Michael Cooke · DANVILLE, CA
Registration
CRD #2835024 · HERRMANN & COOKE, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

EDELMAN FINANCIAL ENGINES
Sep 2022 – present
HERRMANN & COOKE WEALTH MANAGEMENT
Jul 1997 – Oct 2022
DANVILLE, CA
HERRMANN FINANCIAL SERVICES INC
Jul 1997 – Dec 2005
DANVILLE, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · July 8, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HERRMANN & COOKE, INC.
CRD 110722 · SEC 801-31115
AUM
$493M
Regulatory assets under management
Employees
10
1,440 client accounts
Services offered by HERRMANN & COOKE, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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 HERRMANN & COOKE, INC. →
Introduction

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05

Frequently Asked Questions

What services does Jason Michael Cooke offer?
Jason Michael Cooke specializes in Financial Planning, Investment Management. Contact their office in DANVILLE, California for a consultation.
What are Jason Michael Cooke's credentials?
Jason Michael Cooke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Michael Cooke located?
Jason Michael Cooke is based in DANVILLE, California, working with HERRMANN & COOKE, INC.. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.
How does Jason Michael Cooke charge for services?
Jason Michael Cooke's firm is compensated through percentage of aum, hourly charges, subscription fees, other: 3rd party management fees (edelman managed asset program). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERRMANN & COOKE, INC.?
HERRMANN & COOKE, INC. has approximately 10 employees and manages $493M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HERRMANN & COOKE, INC.

David Paul Herrmann
DANVILLE, CA

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