Wells Fargo Advisors
46yrs
Top advisor by experience in Dublin
New
John Cook is a fiduciary financial advisor in Dublin, Ohio, registered since Jan 2026. John has been with Morgan Stanley since 2026. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 525 advisors with offices in Dublin, and one of 396 fiduciaries.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office545 Metro Place South Suite 300, Dublin, OH 43017
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowMorgan StanleyCurrent firm
Contact John
(914) 225-5510Firm headquarters in Purchase, NY. Ask for John. 545 Metro Place South Suite 300Dublin, OH 43017Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask John
Tailored to John’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About John
How do I contact John?
Call Morgan Stanley at (914) 225-5510 and ask for John Cook. John works from the Dublin, OH office.
How long has John been a financial advisor?
John is new to the profession, registered since Jan 2026, and holds 1 license.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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