Jeffrey Charles Cone

Employer firm

Beam Wealth Advisors, Inc. CRD 109867

$1.60B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2018 → 10/2022
  Ameriprise Financial Services, Inc.
  Worthington, OH
• 05/2018 → 11/2018
  Unemployed
  Columbus, OH
• 01/2017 → 05/2018
  Strs Ohio
  Columbus, OH
• 06/2014 → 01/2017
  Occ-Comptroller Of The Currrency
  Cincinnati, OH
• 10/2022 → Present
  Benedetti, Gucer & Associates
  Atlanta, GA
• 12/2018 → 10/2022
  Comprehensive Wealth Partners
  Powell, OH
• 03/2023 → Present
  Beam Wealth Advisors, Inc.
  Covington, LA

Previous Registrations

• 2022-11-01 → 2024-06-17
  Benedetti, Gucer & Associates
  Columbus, OH
  Atlanta, GA
• 2020-10-12 → 2022-10-20
  Ameriprise Financial Services, Llc
  Worthington, OH
  Powell, OH

Exams

• S66 Uniform Combined State Law Examination
  2019-04-02

Designations

• Chartered Financial Analyst