John P. Cooney
GREAT OAK CAPITAL PARTNERS
SOUTH EASTON, MA 02375
Some features on this profile are disabled
CRD#: 6747430
Professional summary
John Philip Cooney, CFP®, who also goes by John Cooney, is a registered financial advisor currently at GREAT OAK CAPITAL PARTNERS, LLC located in South Easton, Massachusetts.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. John has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Cooney
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.
1) John Cooney is currently employed as a Civil Affairs Officer in the United States Army Reserve. Non-Investment Related. 10/2012 - Present. This activity accounts for approximately 15% of their time. 2) Name of the Business: Great Oak Tax Planning, Inc.; Investment-Related: No; Address: 105R Depot St Suite 5, South Easton, MA 02375; Position/Title: Tax Preparer; Start Date: 11/01/2023; Hours per Month Devoted to this Business: 10; Hours per Month Devoted to this Business during Trading Hours: 10; Description of Duties: Tax Preparation, Tax Planning, Consulting.
CRS (Client Relationship Summary) - RIA
Click below to view John Philip Cooney'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®
CFP®
Start date: 2020
Experience
Current
November 3, 2023 - Present
GREAT OAK CAPITAL PARTNERS, LLC
Office #1: 105r Depot Street Suite 5, South Easton, MA 02375RIA
CRD#: 281045
SOUTH EASTON, MA
Past
February 13, 2017 - December 12, 2023
GREEN AND GOLD FINANCIAL PLANNING, LLC
RIA
CRD#: 286518
MIDDLEBOROUGH, 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".
GREAT OAK CAPITAL PARTNERS, LLC
GREAT OAK CAPITAL PARTNERS, LLC | OAKTREE CAPITAL PARTNERS, LLC
CRD#: 281045 / SEC#: 801-116681
RIA
Registered Investment Advisory firm - (5/24/2019 Approved)Florida
Registered Investment Advisory firm - (5/28/2019 Terminated)Massachusetts
Registered Investment Advisory firm - (5/28/2019 Terminated)Rhode Island
Registered Investment Advisory firm - (5/28/2019 Terminated)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.Highlighted states indicate IAR registrations
IAR
Massachusetts(11/3/2023)
Current Firm
GREAT OAK CAPITAL PARTNERS, LLC
GREAT OAK CAPITAL PARTNERS, LLC | OAKTREE CAPITAL PARTNERS, LLC
CRD#: 281045 / SEC#: 801-116681
RIA
Registered Investment Advisory firm - (5/24/2019 Approved)Florida
Registered Investment Advisory firm - (5/28/2019 Terminated)Massachusetts
Registered Investment Advisory firm - (5/28/2019 Terminated)Rhode Island
Registered Investment Advisory firm - (5/28/2019 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
105r Depot Street Suite 5, South Easton, MA 02375
Mailing Address
P.o. Box 909, South Easton, MA 02375
Phone number
(508) 230-7100
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,760 |
| AUM (Assets Under Management) | $ 390,331,995 |
Red Flags
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.
Company Information
GREAT OAK CAPITAL PARTNERS, LLC
CRD#: 281045South Easton, MA 02375TRUST BUT VERIFY
Monitor John Cooney
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
