Kathleen Seiden, financial advisor Butler NJ
81 score

Kathleen Seiden

CRD Number: 3133146
Current Firm: J. W. Cole Advisors, Inc.

Kathleen Seiden (CRD# 3133146) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Butler, NJ and has over 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Feb 2010 - Current 6
Jonathan Roberts Advisory Group, Inc. Tampa, FL Feb 2010 - Current 6
Kathleen E. Seiden, Cpa Hewitt, NJ Jan 1994 - Current 22
Princor Financial Services Corporation Butler, NJ Nov 2007 - Dec 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Kathleen E. Seiden
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • NJ
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
81

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