Jeffrey Cole, financial advisor Portage MI

Jeffrey Cole

CRD Number: 4621290
Current Firm: Cole Investment Advisors, Inc.

Jeffrey Cole (CRD# 4621290) is an Investment Advisor Representative working at Cole Investment Advisors, Inc. in Portage, MI and has over 22 years of experience in the finance industry. Jeffrey Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cole Investment Advisors, Inc. Portgage, MI May 1999 - Current 24
Cole Gavlas Pc Formerly Cole & Company, P.c. Portage, MI Jan 1994 - Current 30
Azo Properties, LLC Portage, MI Oct 2003 - Dec 2017 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2001
Contact Info for Jeffrey S. Cole
Phone Number: 269-329-6600
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $375,622
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

MI

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