John Albrecht (CRD# 3222902) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Dublin, OH and has over 24 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Advisors, Inc. | Tampa, FL | Apr 2015 - Current | 9 |
| J.w. Cole Financial, Inc. | Tampa, FL | Aug 2011 - Current | 12 |
| Wealth Mangement Services, Inc. | Dublin, OH | Jan 2006 - Current | 18 |
| Jonathan Roberts Advisory Group, Inc. | Tampa, FL | Aug 2011 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management5,736MILLIONS
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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
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