Jason WomackCRD Number: 4523378
Current Firm: J. W. Cole Advisors, Inc.
Jason Womack (CRD# 4523378) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 15 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||Jun 2008 - Current||9|
|Royal Alliance Associates, Inc.||Westminster, CO||Mar 2007 - Current||11|
|United Securities Alliance||Thornton, CO||Dec 2003 - Current||14|
|Warrior Capital Management||The Woodlands, TX||Dec 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2002|
|S65||NASAA Investment Advisors Law Examination||Aug 2002|
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