Best Investors Account Sign in
Inactive

James M. Cook

Rutherford Investment Management

Portland, OR

Claim This Profile
Current Employers
Rutherford Investment Management

10300 Sw Greenburg Road Suite 115, Portland, OR 97223 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-10-31
  • OR RA
    APPROVED
    Since 2025-10-31

Branch Locations

10300 Sw Greenburg Road Suite 115, Portland, OR 97223 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
W D Rutherford Portland OR 09/2013 Present
  • 09/2013 → Present
    W D Rutherford
    Portland, OR
Previous Registrations
  • 2012-08-22 → 2013-09-23
    Sentinel Rock Wealth Management Llc
    Las Vegas, NV
  • 2003-07-04 → 2012-08-15
    Rutherford Investment Management Llc
    Portland, OR
  • 2001-07-16 → 2002-03-14
    Rutherford Investment Management Llc
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-06-25
  • S65 Uniform Investment Adviser Law Examination
    2001-06-25
Other Names
  • James M. Ulatowski
  • James M. Ulatowski

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor