J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. (CRD# 112294) is a financial advisory firm headquartered in Tampa, FL. They manage $5,735,868,013 in 25,612 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management5,736MILLION
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- 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)
- Educational seminars/workshops
- Other
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
Leo Goodin (CRD# 3165302) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Mansfield Center, CT and has over 25 years of experience in the finance industry.
Joseph Gordon (CRD# 2523539) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.
Kathy Gordon (CRD# 1266881) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 33 years of experience in the finance industry.
Gregory Gorman (CRD# 2727049) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 28 years of experience in the finance industry.
Angela Granata (CRD# 1907590) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 27 years of experience in the finance industry.
Daniel Grieb (CRD# 2706488) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 28 years of experience in the finance industry.
Alexandra Groh (CRD# 6049936) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Satellite Beach, FL and has over 8 years of experience in the finance industry.
Brian Groh (CRD# 2478507) 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.
Richard Hall (CRD# 2826100) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 23 years of experience in the finance industry.
Jerry Halstead (CRD# 1039741) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 42 years of experience in the finance industry.