J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. (CRD# 112294) is a financial advisory firm headquartered in Tampa, FL. They manage $5,735,868,013 in 25,612 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management5,736MILLION
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
James Belyeu (CRD# 4280994) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 23 years of experience in the finance industry.
Elizabeth Bennett (CRD# 5589525) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Boca Raton, FL and has over 15 years of experience in the finance industry.
Kirk Bergin (CRD# 2440930) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in San Antonio, TX and has over 30 years of experience in the finance industry.
Troy Betthauser (CRD# 4313458) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 23 years of experience in the finance industry.
Sue Bigley (CRD# 3045363) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Berea, OH and has over 17 years of experience in the finance industry.
Richard Bird (CRD# 2513217) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Springville, UT and has over 29 years of experience in the finance industry.
Julie Bishop (CRD# 3254141) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Colorado Springs, CO and has over 8 years of experience in the finance industry.
Anthony Blair (CRD# 1257306) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 40 years of experience in the finance industry.
Randall Boston (CRD# 6318984) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 8 years of experience in the finance industry.
Michael Bradfield (CRD# 5405827) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tomball, TX and has over 16 years of experience in the finance industry.