Jennifer N Cook

Current Employers

Employment History

• 01/2018 → Present
  Cypress Point Wealth Management, Llc
  Dallas, TX
• 05/2017 → 08/2017
  Quest Capital Management, Inc.
  Dallas, TX
• 04/2016 → 05/2017
  Evensky & Katz/Foldes Financial Wealth Management
  Lubbock, TX
• 08/2014 → 12/2017
  Texas Tech University
  Lubbock, TX

Other Businesses

1) Currently serves as the 2022 Special Events Director of the Financial Planning Association of Dallas and Fort Worth. 2) Currently serves on the Texas Tech University Personal Financial Planning Alumni Advisory Board. 3) Wings for Widows; Financial Coach; Investment Related: Yes; 290 Peavey Road Wayzata MN 55391; Pro bono financial coaching for widows in need of assistance. The purpose is to provide financial education on a range of topics to widows navigating the loss of a spouse.; Duties: Educate widows on a wide range of financial topics and walk them through checklists to ensure their needs are covered.; 2023-07-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0. 4) Aquila Dynamics, LLC ; Member ; Not Investment Related; 4450 Massey Meadows Way Midlothian Texas 76065; Engineering consulting services to be performed by Jennifer's husband, David; Oversee operations of the business; Start date with business: 2025-04-08; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 2.

Designations

Other Names

• Jennifer N Gerstner