Investment adviser representative · Independent Solutions Wealth Management, LLC
James A. Cook
CRD 4737967 · Edisto Island, SC
At a glance
James A. Cook is an investment adviser representative with Independent Solutions Wealth Management, LLC in Edisto Island, SC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 2018, about 8 years ago.
Current advisory firm
- Independent Solutions Wealth Management, LLCSince June 2026Edisto Island, SC · $1.5B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.