Justin Cole, financial advisor Tampa FL

Justin Cole

CRD Number: 4547143
Current Firm: Charles Schwab & Company, Inc.

Justin Cole (CRD# 4547143) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tampa, FL and has over 21 years of experience in the finance industry. Justin Cole 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
Charles Schwab & Company, Inc. Tampa, FL Aug 2017 - Current 6
J.m. Cole And Associates, LLC Tampa, FL Aug 2017 - Aug 2017 < 1
Jonathan Roberts Advisory Group,inc. Tampa, FL May 2009 - Aug 2017 8
J.w. Cole Financial Tampa, FL May 2009 - Aug 2017 8
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: 415-667-7000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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