Inactive

Jeffrey Charles Cone

Beam Wealth Advisors, Inc.

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Current Employers

Beam Wealth Advisors, Inc.

72096 Ramos Avenue Suite D, Covington, LA 70433 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2023-04-04
LA	RA	APPROVED	2023-04-03

OH RA
APPROVED

Since 2023-04-04
LA RA
APPROVED

Since 2023-04-03

Branch Locations

Columbus, OH • United States

72096 Ramos Avenue Suite D, Covington, LA 70433 • 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

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

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-04-02

S66 Uniform Combined State Law Examination

2019-04-02

Designations

View on SEC IAPD

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