John Robert Cloak
Professional Summary
John Robert Cloak is a registered financial advisor currently at CLOAK ADVISORS located in Albuquerque, New Mexico. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. John has worked at 3 firms and has passed the Series 63, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
THE WEALTH CONSULTING GROUP
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
THE WEALTH CONSULTING GROUP
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
THE WEALTH CONSULTING GROUP
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
THE WEALTH CONSULTING GROUP
Years of Experience
42 years in the financial services industry
Current & Past Employments
Similar Advisors
THE WEALTH CONSULTING GROUP
Current Firm
CLOAK ADVISORS | CLOAK AND COMPANY INVESTMENT ADVISORS, LLC
Contact Information
Main Address
2701 San Pedro Dr Ne Suite 16, Albuquerque, NM 87110Phone Number
(505) 242-9292# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
91AUM (Assets Under Management)
$36,000,000Similar Advisors
THE WEALTH CONSULTING GROUP
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
THE WEALTH CONSULTING GROUP
State Registrations and Notice Filings
(6/30/2022)
(6/11/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
THE WEALTH CONSULTING GROUP
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Cloak's CRS (Customer Relationship Summary).
Similar Advisors
THE WEALTH CONSULTING GROUP
