JC
JC

Jordan Cook

15 Years of Experience
Rapid City, SD
Broker

Jordan Cook is a registered investment advisor at Morgan Stanley, based in Rapid City, SD, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

909 St. Joseph Street, 6th Floor, Rapid City, SD, 57701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jordan serves as a Power of Attorney (POA) and executor for an estate in San Diego, CA since February 2019, and another estate in Vancouver, WA since June 2022. These activities require minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
September 2011 - Present · 14 yrs 8 mos
Morgan Stanley
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
August 2010 - September 2011 · 1 yr 1 mo
UBS Financial Services INC.Broker
July 2010 - September 2011 · 1 yr 2 mos
State Registrations25 states
AKARAZCACOFLGAILKSKYMAMNMOMTNCNDNENYOHPASDTXUTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jordan Cook - Financial Advisor | TrueAdvisor