John Philip Cooney

Employer firm

Great Oak Capital Partners, LLC CRD 281045

$478M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 01/2017 → 10/2023
  Green And Gold Financial Planning, Llc
  Middleboro, MA
• 10/2012 → Present
  United States Army Reserve
  Staten Island, NY
• 09/2007 → 01/2017
  Emc
  Hopkinton, MA
• 11/2023 → Present
  Great Oak Capital Partners, Llc
  South Easton, MA
• 11/2023 → Present
  Great Oak Tax Planning, Inc.
  South Easton, MA

Previous Registrations

• 2017-02-13 → 2023-12-12
  Green And Gold Financial Planning, Llc
  Middleborough, MA

Other Businesses

1) John Cooney is currently employed as a Civil Affairs Officer in the United States Army Reserve. Non-Investment Related. 10/2012 - Present. This activity accounts for approximately 15% of their time. 2) Name of the Business: Great Oak Tax Planning, Inc.; Investment-Related: No; Address: 105R Depot St Suite 5, South Easton, MA 02375; Position/Title: Tax Preparer; Start Date: 11/01/2023; Hours per Month Devoted to this Business: 10; Hours per Month Devoted to this Business during Trading Hours: 10; Description of Duties: Tax Preparation, Tax Planning, Consulting.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-05

Designations

• Certified Financial Planner

Other Names

• John Cooney