Nancy Jones (CRD# 3160041) 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.
CRD# 4440049
Lpl Financial LLC
CRD# 1522217
Robert W. Baird & Company Incorporated
CRD# 6102226
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Advisors, Inc. | Tampa, FL | Jul 2023 - Current | < 1 |
| Jw Cole Financial, Inc. | Tampa, FL | May 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- IL
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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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