Jason Cook
Jason Cook is a CFP-designated registered investment advisor at Bfc Planning, INC., based in Graham, NC, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 6,720 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFC Planning offers asset management services through various platforms. Fees are based on the amount of assets managed and can vary depending on the platform and the IAR. The maximum allowable fee is 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may also incur charges from third parties, such as mutual fund expenses and IRA fees. Some platforms have minimum account sizes.
Platforms include:
- Berthel Edge
- BFC Advisory program
- American Funds Direct F-2 Share Class Program
- Institutional RIA Platform
- Variable Annuity/Variable Life Sponsors
- Envestnet’s Managed Account Solutions
- Sub-Advisory Platforms
- Held Away Accounts
Location
208 S. Marshall Street, Graham, NC, 27253
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2023Customer Dispute
May 2022Customer Dispute
December 2021Other Business ActivitiesSells Insurance
Jason is a registered representative with Stokes Cook Wealth Management, also doing business as an insurance provider. He also participates in an investment club, is a member of several business and charitable organizations, volunteers as a fireman, owns rental properties, and has an LLC for real estate and agriculture investments.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services, INC.Broker
Princor Financial Services CorporationBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.