Unclaimed Profile

Jeffrey Ryan Cooke

BRIGHTSIDE ADVISORY PARTNERS, LLC·BALTIMORE, Maryland

Series 65Clean record6 years registeredBRIGHTSIDE ADVISORY PARTNERS, LLC

6300 BLAIR HILL LANE, BALTIMORE, MD 21209CRD# 7138001Firm CRD# 305389

Profile Verification

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

Identity

Jeffrey Ryan Cooke · BALTIMORE, MD

Registration

CRD #7138001 · BRIGHTSIDE ADVISORY PARTNERS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRIGHTSIDE ADVISORY PARTNERS, LLC

BRIGHTSIDE PARTNERS

Nov 2019 – Jun 2024

Delray Beach, FL

WMS PARTNERS, LLC

Aug 2019 – Nov 2019

TOWSON, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 29, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHTSIDE ADVISORY PARTNERS, LLC

CRD 305389 · SEC 801-117479

AUM

$853M

Regulatory assets under management

Employees

486 client accounts

Services offered by BRIGHTSIDE ADVISORY PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIGHTSIDE ADVISORY PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Ryan Cooke offer?

Jeffrey Ryan Cooke specializes in Financial Planning, Investment Management.

What are Jeffrey Ryan Cooke's credentials?

Jeffrey Ryan Cooke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Ryan Cooke located?

Jeffrey Ryan Cooke is based in BALTIMORE, Maryland, last registered with BRIGHTSIDE ADVISORY PARTNERS, LLC.

How does Jeffrey Ryan Cooke charge for services?

Jeffrey Ryan Cooke's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets advised on. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIGHTSIDE ADVISORY PARTNERS, LLC?

BRIGHTSIDE ADVISORY PARTNERS, LLC has approximately 12 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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