JC
James L. Cook
SCHOONER WEALTH MANAGEMENT
COLUMBIA, SC
CRD#: 8064415
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JC
James Lucas CookSCHOONER WEALTH MANAGEMENT
Professional summary
James Lucas Cook is a registered financial advisor currently at SCHOONER WEALTH MANAGEMENT located in Columbia, South Carolina.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. James has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view James Lucas 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
June 6, 2025 - Present
SCHOONER WEALTH MANAGEMENT
RIA
CRD#: 335749
COLUMBIA, SC
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
South Carolina(6/6/2025)
Current Firm
SW
SCHOONER WEALTH MANAGEMENT
SCHOONER WEALTH MANAGEMENT | SCHOONER WEALTH MANAGEMENT, LLC
CRD#: 335749 / SEC#:
South Carolina
Registered Investment Advisory firm - (6/6/2025 Approved)Loading...
Contact information
Main Address
Columbia, SC
Mailing Address
Phone number
(803) 200-1052
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 5,000,000 |
Red Flags
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