Jennifer A Cooke

Current Employers

Employment History

• 01/2012 → 04/2019
  Pension & Benefits Associatees, Inc.
  West Springfield, MA
• 01/2017 → 09/2025
  Commonwealth Financial Network
  Waltham, MA
• 05/2019 → 01/2023
  Cig Private Wealth Management
  Glastonbury, CT
• 06/2020 → 01/2023
  Ernst Financial Group
  East Longmeadow, MA
• 01/2023 → 09/2025
  The Wealth Transition Collective
  Holyoke, MA
• 09/2025 → Present
  Kestra Advisory Services, Llc
  Holyoke, MA
• 09/2025 → Present
  Kestra Investment Services, Llc
  Holyoke, MA

Previous Registrations

• 2017-01-04 → 2025-09-04
  Commonwealth Financial Network
  West Springfield, MA
  Glastonbury, CT
  Groton, CT
  East Longmeadow, MA
  Holyoke, MA

Other Businesses

CORPORATOR FOR COUNTRY BANK FOR SAVINGS POSITION: corporator NATURE: bank corporator INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/21/2021 ADDRESS: 1632 Northampton St., Holyoke MA 01040, United States DESCRIPTION: The statutory duties of a bank corporator include but are not limited to: attending annual meetings, electing trustees, and approving major structural changes like mergers. COOKE CONSULTING, INC. POSITION: Owner NATURE: Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2023 ADDRESS: 1632 Northampton St., Holyoke MA 01040, United States DESCRIPTION: Owner, Cooke Consulting, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 2/01/2023; 100% of time spent during business hours; Conducted at branch; Investment related. FIXED INSURANCE SALES POSITION: Fixed Insurance Sales NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/05/2013 ADDRESS: 1632 Northampton St., Holyoke MA 01040, United States DESCRIPTION: Completing appropriate appointment paperwork. Assisting customers with application process. Delivering and servicing policies. KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/03/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-09
• S63 Uniform Securities Agent State Law Examination
  2014-06-13

Other Names

• Jennifer A Jordan
• Jennifer A Mayberry
• Jennifer A Dulak