Justin Cole, financial advisor Tampa FL
93 score

Justin Cole

CRD Number: 4547143
Current Firm: J. W. Cole Advisors, Inc.

Justin Cole (CRD# 4547143) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Financial Tampa, FL May 2009 - Current 7
Jonathan Roberts Advisory Group,inc. Tampa, FL May 2009 - Current 7
Principal Financial Tampa, FL Apr 2003 - May 2009 6
Princor Tampa, FL Apr 2003 - May 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Jan 2006
Contact Info for Justin M. Cole
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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