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James Christopher Cook

BEACON CAPITAL MANAGEMENT, INC.·DAYTON, Ohio
Series 4, Series 7, Series 24, Series 53, Series 63, Series 65Clean record23 years registeredBEACON CAPITAL MANAGEMENT, INC.
7777 WASHINGTON VILLAGE DRIVE, DAYTON, OH 45459CRD# 2685452Firm CRD# 120641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Christopher Cook · DAYTON, OH
Registration
CRD #2685452 · BEACON CAPITAL MANAGEMENT, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
Series 4
Series 7
Series 24
Series 53
Series 63
Series 65
Registration record
First registered · January 21, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BEACON CAPITAL MANAGEMENT, INC.
CRD 120641 · SEC 801-61249
AUM
$4.3B
Regulatory assets under management
Employees
28
15,730 client accounts
Services offered by BEACON CAPITAL MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does James Christopher Cook offer?
James Christopher Cook specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DAYTON, Ohio for a consultation.
What are James Christopher Cook's credentials?
James Christopher Cook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Christopher Cook located?
James Christopher Cook is based in DAYTON, Ohio, working with BEACON CAPITAL MANAGEMENT, INC.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.
How does James Christopher Cook charge for services?
James Christopher 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 BEACON CAPITAL MANAGEMENT, INC.?
BEACON CAPITAL MANAGEMENT, INC. has approximately 28 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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