Joel Jennings, financial advisor Metropolis IL
93 score

Joel Jennings

CRD Number: 1432488
Current Firm: J. W. Cole Advisors, Inc.

Joel Jennings (CRD# 1432488) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Metropolis, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
J. W. Cole Financial, Inc. Tampa, FL May 2010 - Current 6
Jonathan Roberts Advisory Group, Inc. Tampa, FL May 2010 - Current 6
Self Employed - Ins. Agent Metropolis, IL Jan 1980 - Current 36
Self Employed Okawville, IL Oct 1979 - Current 37
Fortis Investors, Inc. Metropolis, IL Jan 1994 - May 2010 16
Schmale Financial Services, Inc. Oakawville, IL Jan 1980 - May 2010 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Sep 1999
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Joel W. Jennings
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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