John Cooney has been an investment adviser representative at Great Oak Capital Partners since November 2023, and is not listed among the firm’s executive officers or direct owners.
Great Oak Capital Partners, LLC is a South Easton, MA firm with $478M under management, 591 clients and 5 advisers across 3 offices, as of its April 2026 filing.
John Cooney’s longest registration was 6 years at Green and Gold Financial Planning, LLC (2017–2023). Before joining Great Oak Capital Partners in 2023, John Cooney was registered through Green and Gold Financial Planning, LLC.
- – present · 2 yearsPlymouth, MA · Adviser representative · Firm CRD 281045
- Green and Gold Financial Planning, LLC– · 6 yearsMiddleborough, MA · Adviser representative · Firm CRD 286518
Investment adviser representative registrations
John Cooney is registered as an investment adviser representative in Massachusetts, since November 2023.
- MassachusettsSince 3 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 August 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- John Philip Cooney
- CRD
- 6747430
- Firm
- Great Oak Capital Partners · CRD 281045
- Office
- 11 MEMORIAL DRIVE, Plymouth, MA 02360
- Registration
- Investment adviser registration
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does John Cooney work?
John Cooney is an investment adviser representative registered through Great Oak Capital Partners, LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is John Cooney a financial advisor?
Yes. John Cooney has a current investment-adviser registration in Massachusetts, through Great Oak Capital Partners since November 2023.
How many years of experience does John Cooney have?
John Cooney has 9 years in the financial industry, since February 2017, across 2 adviser firms.
What exams has John Cooney passed?
John Cooney passed the Series 65 in August 2016.
Where is John Cooney based?
John Cooney’s registered office is in Plymouth, MA.
Is John Cooney registered with FINRA?
No. John Cooney has no current broker registration.
How can I verify John Cooney’s record?
Search CRD 6747430 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Cooney’s full registration record.