John J. Cooke

Wealth Advisor

John J. Cooke joined the Cooke Financial Group in May 2022 and is the first “Third Generation” family member to join the team.

Prior to joining the Cooke Financial Group, John spent time at Morgan Stanley Wealth Management in Chicago as a Registered Client Service Associate, where he was able to earn his Series 7 and Series 66 licenses. John gained experience in client service and capital markets, which translates well to the Cooke Financial Group.

Prior to joining Morgan Stanley Wealth Management, John took on a finance role with Imagination, where he learned about financial services digital marketing and small business finance.

John is an avid learner, and loves to read, listen to, and view content that informs our world, our history, and our investments. Growing up in Indianapolis, John developed a great interest in cars and racing, which he follows closely today, in addition to playing golf and tennis when able. John is married to Margaret Cooke, who made the move to the Butler area along with him and their dog Belle. John is excited to continue the legacy of the Cooke Financial Group.

Education

• B.A. in Finance – Indiana University Kelly School of Business

Community

• Member – Penrod Society

Licenses

• Series 7 – The Series 7 is an exam and license that entitles the holder to sell all types of securities products except commodities and futures. The Series 7 exam covers topics on investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans.
• Series 66 – The Series 66 is an exam and license that entitles the holder to legally act in the capacity of investment advisors or wealth/asset managers.