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||9|
|J.w. Cole Financial, Inc.||Gainesville, FL||May 2006 - Current||11|
|Valic Investment Services Company||Winter Park, FL||Nov 1998 - Current||18|
|The Variable Annuity Marketing Company||Tampa, FL||Oct 1998 - Current||18|
|Tower Hill Insurance Group||Gainesville, FL||Feb 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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, VT, WA, WI, WV