JC
Jennifer A. Cooke
KESTRA ADVISORY SERVICES
Holyoke, MA 01040
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CRD#: 6022902
JC
Professional summary
Jennifer A Cooke, AIF®, who also goes by Jennifer A Dulak, Jennifer A Jordan, Jennifer A Mayberry, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Holyoke, Massachusetts and KESTRA INVESTMENT SERVICES, LLC located in Holyoke, Massachusetts.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jennifer has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer A Dulak | Jennifer A Jordan | Jennifer A Mayberry
Other business activities
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.
CORPORATOR FOR COUNTRY BANK FOR SAVINGS POSITION: corporator NATURE: bank corporator INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/21/2021 ADDRESS: 1632 Northampton St., Holyoke MA 01040, United States DESCRIPTION: The statutory duties of a bank corporator include but are not limited to: attending annual meetings, electing trustees, and approving major structural changes like mergers. COOKE CONSULTING, INC. POSITION: Owner NATURE: Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2023 ADDRESS: 1632 Northampton St., Holyoke MA 01040, United States DESCRIPTION: Owner, Cooke Consulting, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 2/01/2023; 100% of time spent during business hours; Conducted at branch; Investment related. FIXED INSURANCE SALES POSITION: Fixed Insurance Sales NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/05/2013 ADDRESS: 1632 Northampton St., Holyoke MA 01040, United States DESCRIPTION: Completing appropriate appointment paperwork. Assisting customers with application process. Delivering and servicing policies. KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/03/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer A Cooke's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 5, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1632 Northampton St., Holyoke, MA 01040RIA
CRD#: 283330
Holyoke, MA
Current
September 3, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1632 Northampton St, Holyoke, MA 01040BD
CRD#: 42046
Holyoke, MA
Past
January 4, 2017 - September 4, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Holyoke, MA
Past
April 19, 2014 - September 4, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Holyoke, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(9/9/2025)
RR
Maine(9/9/2025)
RR
Massachusetts(9/3/2025)
IAR
Massachusetts(9/5/2025)
RR
New Hampshire(9/9/2025)
RR
Tennessee(9/9/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Holyoke, MA 01040TRUST BUT VERIFY
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