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.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
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 |
- MI
-
Total Assets Under Management4,854MILLIONS
-
Total Number of Accounts24,060ACCOUNTS
-
Average Account Value$201,747
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.