James Cole, financial advisor Chelsea MI

James Cole

CRD Number: 6241909
Current Firm: Infinex Investments, Inc.

James Cole (CRD# 6241909) is an Investment Advisor Representative working at Infinex Investments, Inc. in Chelsea, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Flagstar Bank Ann Arbor, MI Jul 2016 - Current 5
Infinex Investmenst, Inc. Meriden, CT Jul 2016 - Current 5
M/o Marketing Toledo, OH Apr 2016 - Jul 2016 < 1
Jd Mellberg Financial Toledo, OH Jul 2015 - Apr 2016 < 1
Huntington Investment Company Bryan, OH Oct 2014 - Jul 2015 < 1
Citizens Bank Sylvania, OH Jun 2014 - Sep 2014 < 1
Cco Investment Services Sylvania, OH Jun 2014 - Sep 2014 < 1
Pnc Bank Toledo, OH Aug 2013 - May 2014 < 1
Pnc Investments Toledo, OH Aug 2013 - May 2014 < 1
Pnc Financial Services Inc. Toledo, OH Sep 2012 - Aug 2013 < 1
State University Of New York Bowling Green, OH Jun 2012 - Sep 2012 < 1
Fifth Third Bancorp Bowling Green, OH Jun 2011 - Jun 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for James E. Cole
Phone Number: 203-599-6000
Registered State(s):
  • IN
  • MI
By the Numbers
  • Total Assets Under Management
    2,547
    MILLIONS
  • Total Number of Accounts
    8,349
    ACCOUNTS
  • Average Account Value
    $305,076
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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