Jack FugateCRD Number: 3144506
Current Firm: J. W. Cole Advisors, Inc.
Jack Fugate (CRD# 3144506) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 10 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Jonathan Roberts Advisory Group, Inc.||Gainesville, FL||Oct 2007 - Current||10|
|J.w. Cole Financial, Inc.||Gainesville, FL||May 2006 - Current||11|
|Valic Investment Services Company||Winter Park, FL||Nov 1998 - Current||19|
|The Variable Annuity Marketing Company||Tampa, FL||Oct 1998 - Current||19|
|Tower Hill Insurance Group||Gainesville, FL||Feb 1998 - Current||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management1,501MILLIONS
Total Number of Accounts7,731ACCOUNTS
Average Account Value$194,099
- 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)
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