James Belyeu, financial advisor Tampa FL

James Belyeu

CRD Number: 4280994
Current Firm: J. W. Cole Advisors, Inc.

James Belyeu (CRD# 4280994) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 20 years of experience in the finance industry. James Belyeu 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.

Similar Advisors
Michael Addessi, financial advisor Tampa FL
Michael V. Addessi
CRD# 2001527
Commonwealth Financial Network
Similar Advisors
Zachary Abbotoni, financial advisor Tampa FL
Zachary P. Abbotoni
CRD# 6673621
Econologics Financial Advisors
Similar Advisors
Mark Abbott, financial advisor Tampa FL
Mark T. Abbott
CRD# 4691463
Raymond James & Associates, Inc.
Professional Designations
Company Name Location Dates Years
J.w. Cole Advisors, Inc. Tampa, FL May 2011 - Current 9
J.w. Cole Financial, Inc. Tampa, FL May 2011 - Current 9
Dalton Education Suwanee, GA Jan 2009 - Current 12
Florida Community College Jacksonville, FL May 2007 - Current 13
Kaplan Financial Chicago, IL Nov 2003 - Current 17
Cornerstone Financial Advisors Maitland, FL Oct 2002 - Current 18
American Financial Group Maitland, FL Apr 2002 - Current 18
Woodbury Financial Services Inc. Maitland, FL Sep 2008 - May 2011 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for James R. Belyeu
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3,219
    MILLIONS
  • Total Number of Accounts
    16,488
    ACCOUNTS
  • Average Account Value
    $195,216
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.