Jason Cooke

Jason Cooke, CFP®, has extensive experience in the financial planning and investment management field. Jason is currently serving as the Director of Financial Planning at Edelman Financial Engines since October 2022. Prior to this, Jason held the role of CERTIFIED FINANCIAL PLANNER™ and was the President of Herrmann & Cooke Wealth Management from March 2013 to October 2022, where they provided personalized and comprehensive financial planning services to clients across California and the United States. Jason also worked at Herrmann Financial Services from April 1995 to February 2013, which later rebranded to Herrmann & Cooke Wealth Management. Additionally, Jason gained valuable experience as an Investment Specialist at Invesco US (formerly GT Global Inc.) from December 1994 to March 1995, where they assisted clients in evaluating their investment portfolios and developing strategies to achieve their financial goals.

Jason Cooke, CFP®, holds a Bachelor's degree from California State University, Long Beach, which they obtained in 1994. Prior to that, they earned their High School Diploma from Las Lomas High School in 1991. In 1997, they obtained the Series 7 - General Securities Representative Exam certification from FINRA, and in 2005, they became a CERTIFIED FINANCIAL PLANNER™ (CFP®) through the Financial Planning Standards Board Ltd.