Leslie MadsonCRD Number: 1331717
Current Firm: J. W. Cole Advisors, Inc.
Leslie Madson (CRD# 1331717) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 11 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||Apr 2009 - Current||7|
|Jonathan Roberts Advisory Group, Inc.||Tampa, FL||Apr 2009 - Current||7|
|Premier Fiancial Services Group||Erie, CO||Mar 2004 - Current||13|
|Investment Advisors International||Portland, OR||Jul 2006 - Apr 2009||2|
|Wfg||Portland, OR||Jul 2002 - Apr 2009||6|
|World Group Securities, Inc.||Portland, OR||Apr 2002 - Apr 2009||7|
|Innergy Lending||Denver, CO||Jun 2007 - Jun 2008||1|
|Isi||Denver, CO||Feb 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2005|
|S65||NASAA Investment Advisors Law Examination||Dec 2005|
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 Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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, VT, WA, WI, WV