Jacob “JT” Cooke is a Client Advisor at GFP Private Wealth, where he provides tax and financial planning. JT collaborates closely with the advisory team to provide a consistent and high-quality client experience.
JT began his career at GFP Private Wealth as an intern before joining the firm full time. During that time, he supported tax, and financial planning efforts. His hands-on experience across planning disciplines has provided a strong foundation for his work with clients and internal teams. He recently passed the Series 65 Investment Adviser examination and continues to build technical expertise as part of his ongoing professional development.
JT values teamwork and a supportive environment, both professionally and personally. Outside of work, he enjoys staying active through basketball and running. He is motivated by helping families build long-term financial stability and contributing positively to the teams and communities around him.
Education & Credentials
Bachelor’s Degree, Finance (Financial Planning Specialization), University of Cincinnati