Zachary Cohen (CRD# 5942448) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 8 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Financial, Inc. | Tampa, FL | Mar 2016 - Current | 8 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Mar 2016 - Current | 8 |
| St. Johns Asset Management | Jacksonville, FL | Feb 2016 - Current | 8 |
| Guardian | Jacksonville, FL | Sep 2011 - Current | 12 |
| Park Ave Securities | Jacksonville, FL | Apr 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
| S63 | Uniform Securities State Law Examination | Mar 2019 |
- FL
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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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