Jason CardCRD Number: 2986672
Current Firm: J. W. Cole Advisors, Inc.
Jason Card (CRD# 2986672) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 17 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|J.w. Cole Financial, Inc.||Tampa, FL||Dec 2013 - Current||4|
|J.w. Cole Advisors, Inc.||Tampa, FL||Dec 2013 - Current||4|
|Unemployed||St. Petersburg, FL||Sep 2013 - Dec 2013||< 1|
|Western Reserve Life||St Petersburg, FL||Jun 2010 - Sep 2013||3|
|Transamerica Financial Advisors, Inc.||Saint Petersburg, FL||Jun 2010 - Sep 2013||3|
|Mbsc Securities||New York, NY||Jun 2008 - May 2010||1|
|Franklin/templeton Distributors, Inc.||San Mateo, CA||Dec 1997 - Jun 2008||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2001|
|S65||NASAA Investment Advisors Law Examination||Oct 2008|
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