Jeffery Joyce (CRD# 6140173) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Avon, IN and has over 11 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Advisors, Inc. | Tampa, FL | Jun 2023 - Current | < 1 |
| Elements Financial Services LLC | Indianapolis, IN | Mar 2018 - Jun 2023 | 5 |
| Elements Financial Federal Credit Union | Indianapolis, IN | Aug 2017 - Jun 2023 | 5 |
| Cross Financial Services | Franklin, IN | Sep 2012 - Aug 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- IN
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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
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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