Kristy Watson, financial advisor Tampa FL

Kristy Watson

CRD Number: 2457063
Current Firm: J. W. Cole Advisors, Inc.

Kristy Watson (CRD# 2457063) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 3 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Jan 2022 - Current < 1
J.w. Cole Advisors, Inc. Tampa, FL Jan 2022 - Current < 1
Mutual Of America Securities LLC Charleston, WV Sep 2018 - Oct 2021 3
Mutual Of America Life Insurance Company Charleston, WV Sep 2018 - Sep 2021 3
Mrc Global Charleston, WV Oct 2017 - Sep 2018 < 1
Unemployed Charleston, WV Jun 2017 - Sep 2017 < 1
Wv State Treasurers' Office Charleston, WV Jan 2017 - May 2017 < 1
Wise Financial Consulting, LLC Charleston, WV Nov 2015 - Dec 2016 1
Unemployed Charleston, WV Sep 2014 - Oct 2015 1
West Virginia Investment Mgmt Board Charleston, WV Apr 2001 - Sep 2014 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2018
Contact Info for Kristy Watson
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    5,457
    MILLIONS
  • Total Number of Accounts
    21,164
    ACCOUNTS
  • Average Account Value
    $257,829
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)
  • Educational seminars/workshops
  • 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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