Michelle Morin, financial advisor Colorado Springs CO

Michelle Morin

CRD Number: 6533427
Current Firm: J. W. Cole Advisors, Inc.

Michelle Morin (CRD# 6533427) 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.

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Company Name Location Dates Years
J.w. Cole Advisors, Inc. Tampa, FL Mar 2023 - Current 1
Freedom Blast LLC Colorado Springs, CO Jan 2013 - Current 11
Nova Financial & Insurance Services Colorado Springs, CO Dec 2016 - Mar 2023 6
Various Insurance Carriers For Nova Insurance Agencies Colorado Springs, CO Dec 2016 - Mar 2023 6
Shield Of David San Diego, CA Sep 2021 - Nov 2021 < 1
Chicos Fas Colorado Springs, CO Aug 2018 - Jul 2020 1
Cumulus Radio Colorado Springs, CO Dec 2016 - Jul 2020 3
Various Insurance Carriers For W&r Insurance Agencies Colorado Springs, CO Mar 2016 - Nov 2016 < 1
Waddell & Reed, Inc. Colorado Springs, CO Oct 2015 - Nov 2016 1
Trans Tech Auto & Truck Inc. Colorado Springs, CO Aug 1998 - Jun 2014 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2016
Contact Info for Michelle L. Morin
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    4,854
    MILLIONS
  • Total Number of Accounts
    24,060
    ACCOUNTS
  • Average Account Value
    $201,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
  • 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, VI, VT, WA, WI, WV, WY

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