Jon Cook

advicer.bio/joncook

Jon Cook

Founder of Advisor Story

Jon Cook is the founder of Advisor Story, an author, keynote speaker on AI for financial advisors, YouTube host, and previously contributed to TheStreet, MarketWatch, Advisor Perspectives, Retirement Daily, and Proactive Advisor Magazine. He regularly presents to and consults with financial advisors about creating human-first, AI-forward firms. Connect with Jon Cook and his followers of over 5,000 advisors on LinkedIn, through his YouTube channel (https://www.YouTube.com@advisorstory), or by visiting advisorstory.com.

Advisor StoryFounder

Listed in People

Service Provider Speaker

#146LinkedIn rankOn Advicer, by followers LinkedInUpdated Oct 20267,609followers Message Jon Contact Jon on LinkedIn YouTube

3

Tools in my stack

Zocks★★★★★

Client Meeting Support, Client Data Gathering, AI Assistants/Agents +1 more

Communications Archiving/Monitoring

CRM

0

Events coming up

1

Books, pods, letters

Advisor Story with Jon Cook

YouTube channel · Host

2

Things I'm open to

Speaking opportunities for advisor-specific audiences

Interviewing advisory leaders for my YouTube channel (https://www.youtube.com/@advisorstory)

Chat with my AI assistant

Endorsements

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Reviews I've written

AdvisorTech

★★★★★

“Intuitive, privacy-first Advisor Operating System”

Uses it · Oct 2026