Chad Rayborn, financial advisor Grand Rapids MI

Chad Rayborn

CRD Number: 5575904
Current Firm: J. W. Cole Advisors, Inc.

Chad Rayborn (CRD# 5575904) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Grand Rapids, MI and has over 15 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 Sep 2021 - Current 2
J.w. Cole Advisors, Inc. Tampa, FL Sep 2021 - Current 2
Cbic Grand Rapids, MI Jan 2013 - Current 11
Various Insurance Carriers For W&r Insurance Agencies Caledonia, MI Sep 2008 - Current 15
3635 29th St. Se, LLC Grandville, MI Apr 2019 - Dec 2021 2
Cr & Associates Grandville, MI Oct 2017 - Dec 2021 4
Bridgepoint Wealth Management (dba) Grand Rapids, MI Sep 2017 - Dec 2021 4
Lpl Financial LLC Kentwood, MI Jul 2021 - Aug 2021 < 1
Waddell & Reed, Inc. Kentwood, MI Jul 2008 - Jul 2021 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Chad E. Rayborn
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • MI
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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