Cross State Financial Group
46yrs
Top advisor by experience in Albuquerque
43yrs
John Robert Cloak
Financial advisor at Cloak Advisors
At a glance
Experience43 years (since 1984)
How that compares ?Top 2% by experience in New Mexico
Office2701 SAN Pedro Dr NE Suite 16, Albuquerque, NM 87110
FirmCloak Advisors
How the firm is paid ?Percent of assets
States licensed ?2 states
Services through Cloak Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2022 – nowCloak AdvisorsCurrent firm
- 2009 – 2020Cloak AdvisorsPreviously
- 2005 – 2008Cloak AdvisorsPreviously
- 1991 – 2005Morgan Stanley DW Inc.Previously
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Cloak Advisors at 505-242-9292 and ask for John Robert Cloak. John works from the Albuquerque, NM office.
How long has John been a financial advisor?
John has been in the industry since 1984, about 43 years. Top 2% by experience in New Mexico.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Cloak Advisors reports being paid by a percentage of the assets they manage. Ask John for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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