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Jeffry Donald Cook

Investment Adviser Representative at MISSIONSQUARE WEALTH MANAGEMENT

Palatine, ILCRD #2015593Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
4 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeffry Donald Cook has worked in the securities industry since 1991. They are registered to provide investment advisory services in Illinois, Indiana, Michigan, and Wisconsin.

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
IllinoisIndianaMichiganWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/30/2004
Series 63
Uniform Securities Agent State Law Examination
Passed 10/22/1990
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/7/1993
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/20/1990
Series 24
General Securities Principal Examination
Passed 4/21/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Missionsquare Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MISSIONSQUARE WEALTH MANAGEMENTCurrent
10/22/2007Palatine, IL
MISSIONSQUARE RETIREMENTCurrent
10/22/2007Palatine, IL
FIFTH THIRD SECURITIES, INC.
6/19/200610/19/2007Schaumburg, IL
HARRIS INVESTOR SERVICES, INC.
12/14/20056/6/2006Palatine, IL
HARRISDIRECT LLC
12/8/200412/31/2005Palatine, IL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffry Donald Cook has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jeffry Donald Cook - Financial Advisor in Palatine, IL | AdvisorFinder