J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. (CRD# 112294) is a financial advisory firm headquartered in Tampa, FL. They manage $4,854,030,147 in 24,060 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management4,854MILLION
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Total Number of Accounts24,060ACCOUNTS
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Average Account Value$201,747
- 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
Robert Barley (CRD# 1352297) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 38 years of experience in the finance industry.
James Bauer (CRD# 4034456) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Lake Placid, FL and has over 18 years of experience in the finance industry.
Richard Bavetz (CRD# 6490328) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 8 years of experience in the finance industry.
Eric Beadle (CRD# 1779551) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Naples, FL and has over 29 years of experience in the finance industry.
Vicki Beam (CRD# 4367996) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 22 years of experience in the finance industry.
Nancy Beck (CRD# 1399902) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Indianapolis, IN and has over 38 years of experience in the finance industry.
Christian Beiter (CRD# 4583834) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Brandon, FL and has over 21 years of experience in the finance industry.
Scott Belanger (CRD# 4516348) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 21 years of experience in the finance industry.
Ryan Belcher (CRD# 5480934) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Bloomington, IN and has over 16 years of experience in the finance industry.
Elizabeth Belisle (CRD# 2571367) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Mesa, AZ and has over 29 years of experience in the finance industry.