Jeffrey Charles Cone

CFA

6 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Beam Wealth Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

29 advisors

Number of Clients

2,151 clients

Average Client Portfolio

$611K average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$75K

Location

Columbus, OH

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Beam Wealth Advisors, INC.

April 2023 - Present · 2 yrs 10 mos

Previous Registrations

Benedetti, Gucer & Associates

November 2022 - June 2024 · 1 yr 7 mos

Ameriprise Financial Services, LLC

October 2020 - October 2022 · 2 yrs

Ameriprise Financial Services, LLCBroker

January 2019 - October 2022 · 3 yrs 9 mos

State Registrations2 states

LAOH

Advisor

Exams

No exam information available for this advisor.