Jeffry Donald Cook
Advisor at MissionSquare Retirement — Palatine, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
34 years
Location
Palatine, IL
MissionSquare Retirement
Multi-team
Jeffry Cook is a financial advisor with MissionSquare Retirement in Palatine, IL, holding Series 63 and Series 66 designations and over 34 years of industry experience. He has been with Icma Retirement Corporation since 2007. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services. Its Guided Pathways Advisory Services include discretionary Managed Accounts and nondiscretionary Fund Advice, developed in partnership with Morningstar Investment Management and delivered through multiple channels to over 40,000 participants.
Based on MissionSquare Retirement
$0 - $100,000: 0.50% $100,001 - $300,000: 0.40% $300,001 - $500,000: 0.30% $500,001+: 0.20%
Palatine, IL
Palatine IL
Advisors at this office
1
Illinois · Indiana · Michigan · Wisconsin
34 years of industry experience
ICMA Retirement Corporation
2007 - Present • 19 years
Washington, DC
FIFTH THIRD SECURITIES, Inc.
2006 - 2007 • 1 year
IL
BMO Harris Financial Advisors, Inc.
2005 - 2006 • 1 year
Palatine, IL
Harrisdirect LLC
2004 - 2005 • 1 year
Palatine, IL
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Broker-dealer / trader
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Trust company
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Bank
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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