Jean Larsen, financial advisor Tampa FL

Jean Larsen

CRD Number: 1443719
Current Firm: J. W. Cole Advisors, Inc.

Jean Larsen (CRD# 1443719) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 36 years of experience in the finance industry. Jean Larsen 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.

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Professional Designations
Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Dec 2015 - Current 6
J.w. Cole Advisors, Inc. Tampa, FL Dec 2015 - Current 6
Jp Financial Center Nokomis, FL Oct 1994 - Current 27
Questar Capital Corporation Minneapolis, MN Sep 2012 - Nov 2015 3
Questar Asset Management Minneapolis, MN Sep 2012 - Nov 2015 3
Multi-financial Securities Corporation Denver, CO Jan 2004 - Sep 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Oct 1995
Disclosure Information

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.

Get Details on the FINRA Advisor Check site
Contact Info for Jean P. Larsen
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,594
    MILLIONS
  • Total Number of Accounts
    19,087
    ACCOUNTS
  • Average Account Value
    $240,682
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

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