J. W. Cole Advisors, Inc.

J. W. Cole Advisors, Inc. (CRD# 112294) is a financial advisory firm headquartered in Tampa, FL. They manage $1,249,939,333 in 6,832 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,250
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at J. W. Cole Advisors, Inc.
Showing 1 - 10 of 280 top financial advisors.
1
John H. Robinson
CRD#: 1928697
2800 Woodlawn Drive, Suite 139, Honolulu, HI 33634
100
Wealthminder
score

At Financial Planning Hawaii, J.R. provides comprehensive financial planning and investment management guidance to individual investors, including small business owners, working professionals, and retirees.  His approach places equal emphasis on the important investment and non-investment aspects of financial planning. 

 

His value proposition involves helping people manage their finances more efficiently and catching/correcting potentially costly planning mistakes.  To facilitate this, J.R. provides each client with a platform that enables them to centralize, organize, monitor and maintain all aspects of their financial lives.

 

J.R. is also a co-founder of Nest Egg Guru, a web-based application for stress-testing retirement planning strategies.  The application features a user-friendly design that makes it easy to test how changing factors that are within one’s control may impact the planning outcomes.

 

 

QUALIFICATIONS AND EXPERIENCE

J.R. has published numerous papers in peer-reviewed academic journals including Journal of Financial Planning, Journal of Wealth Management, Financial Services Review, and Retirement Management Journal.  Papers he co-authored on retirement income sustainability won the Certified Financial Planner Board of Standards® and International Foundation for Retirement Education (InFRE) best paper awards.

 

Articles he has written on a wide range of financial planning topics have been published by Investopedia, MSN, The Christian Science Monitor, NerdWallet, Nasdaq.com, Advisor Perspectives, Thought Catalog, etc.  His commentary has also been featured in The Wall Street Journal, Chicago Tribune, Financial Planning Magazine, and many other publications.

 

J.R. is recognized as one of the top financial professionals in Hawaii. He has been a financial advisor since 1989.  He holds a B.A. in economics from Williams College.


 

CONTACT

808-564-0654

[email protected]

 

SOCIAL

@FinancialPlanHI  

 

https://www.facebook.com/FinancialPlanningHawaii/

 

https://www.youtube.com/channel/UC_6ZMsn6H49dhktUS6bRMBQ

 

 

2
Rey Descalso
CRD#: 4906080
4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL 33634
98
Wealthminder
score

Rey Descalso (CRD# 4906080) 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.

3
Nancy L. Beck
CRD#: 1399902
5825 N. Post Road, Indianapolis, IN 46216
96
Wealthminder
score

Nancy Beck (CRD# 1399902) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Indianapolis, IN and has over 31 years of experience in the finance industry. Nancy Beck 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.

4
Christian G. Beiter
CRD#: 4583834
912 Lithia Pinecrest Road, Brandon, FL 33511
96
Wealthminder
score

Christian Beiter (CRD# 4583834) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Brandon, FL and has over 14 years of experience in the finance industry. Christian Beiter 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.

5
Elizabeth A. Belisle
CRD#: 2571367
2855 E. Brown Rd, Ste 3, Mesa, AZ 85213
96
Wealthminder
score

Elizabeth Belisle (CRD# 2571367) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Mesa, AZ and has over 21 years of experience in the finance industry. Elizabeth Belisle 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.

6
James R. Belyeu
CRD#: 4280994
4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL 33634
96
Wealthminder
score

James Belyeu (CRD# 4280994) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 16 years of experience in the finance industry. James Belyeu 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.

7
Michael J. Brigandi
CRD#: 2571240
1524 West College Ave., Suite 1, State College, PA 16801
96
Wealthminder
score

Michael Brigandi (CRD# 2571240) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in State College, PA and has over 21 years of experience in the finance industry. Michael Brigandi 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.

8
Adelia C. Chung
CRD#: 1552962
4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL 33634
96
Wealthminder
score

Adelia Chung (CRD# 1552962) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 29 years of experience in the finance industry.

9
Charles A. Cockrell
CRD#: 1412771
1216 North West 13th Street, Gainesville, FL 32601
96
Wealthminder
score

Charles Cockrell (CRD# 1412771) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Gainesville, FL and has over 31 years of experience in the finance industry. Charles Cockrell 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.

10
Christopher J. Conner
CRD#: 1412824
1216 North West 13th Street, Gainesville, FL 32601
96
Wealthminder
score

Christopher Conner (CRD# 1412824) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Gainesville, FL and has over 16 years of experience in the finance industry. Christopher Conner 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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