JC
Jennifer N. Cook
CYPRESS POINT WEALTH MANAGEMENT
Dallas, TX 75219
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CRD#: 6804622
JC
Professional summary
Jennifer N Cook, who also goes by Jennifer N Gerstner, is a registered financial advisor currently at CYPRESS POINT WEALTH MANAGEMENT, LLC located in Dallas, Texas.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jennifer has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer N Gerstner
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) Currently serves as the 2022 Special Events Director of the Financial Planning Association of Dallas and Fort Worth. 2) Currently serves on the Texas Tech University Personal Financial Planning Alumni Advisory Board. 3) Wings for Widows; Financial Coach; Investment Related: Yes; 290 Peavey Road Wayzata MN 55391; Pro bono financial coaching for widows in need of assistance. The purpose is to provide financial education on a range of topics to widows navigating the loss of a spouse.; Duties: Educate widows on a wide range of financial topics and walk them through checklists to ensure their needs are covered.; 2023-07-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0. 4) Aquila Dynamics, LLC ; Member ; Not Investment Related; 4450 Massey Meadows Way Midlothian Texas 76065; Engineering consulting services to be performed by Jennifer's husband, David; Oversee operations of the business; Start date with business: 2025-04-08; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 2.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer N Cook'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®
NoneExperience
Current
November 9, 2021 - Present
CYPRESS POINT WEALTH MANAGEMENT, LLC
Office #1: 3838 Oak Lawn Ave Suite 1150, Dallas, TX 75219RIA
CRD#: 143771
Dallas, TX
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".
CP
CYPRESS POINT WEALTH MANAGEMENT, LLC
CYPRESS POINT WEALTH MANAGEMENT, LLC | CYPRESS WEALTH MANAGEMENT, LLC
CRD#: 143771 / SEC#: 801-67840
RIA
Registered Investment Advisory firm - (4/24/2007 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.Highlighted states indicate IAR registrations
IAR
Texas(11/9/2021)
Exams
Current Firm
CP
CYPRESS POINT WEALTH MANAGEMENT, LLC
CYPRESS POINT WEALTH MANAGEMENT, LLC | CYPRESS WEALTH MANAGEMENT, LLC
CRD#: 143771 / SEC#: 801-67840
RIA
Registered Investment Advisory firm - (4/24/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3838 Oak Lawn Ave Suite 1150, Dallas, TX 75219
Mailing Address
Phone number
(214) 736-8887
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,026 |
| AUM (Assets Under Management) | $ 1,073,078,125 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 12/19/2024 | ||
| 01/26/2024 | ||
| 04/25/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CYPRESS POINT WEALTH MANAGEMENT, LLC
CRD#: 143771Dallas, TX 75219TRUST BUT VERIFY
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