Cory Johnson, financial advisor Bedford IN
89 score

Cory Johnson

CRD Number: 6060658
Current Firm: J. W. Cole Advisors, Inc.

Cory Johnson (CRD# 6060658) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Bedford, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Advisors, Inc. Tampa, FL Dec 2015 - Current 1
J.w. Cole Financial, Inc. Tampa, FL Dec 2015 - Current 1
Ja Benefits, LLC Bedford, IN May 2011 - Current 5
Parkland Securities Ann Arbor, MI Aug 2014 - Oct 2015 1
Sammons Securities Ann Arbor, MI Jun 2013 - Aug 2014 1
Harris N.a. Chicago, IL Jul 2004 - May 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Cory R. Johnson
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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