Advisor at J. W. Cole Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J. W. Cole Advisors, Inc.
Location
Gunnison, CO 81230
Credentials
Series 63, Series 65
Industry experience
35 years
Gary Shondeck is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MetLife Securities Inc. He is also involved in Shondeck Financial Services & Insurance, Inc., where he sells life, health, disability, and long-term care insurance products. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.
Based on J. W. Cole Advisors, Inc.
Based on J. W. Cole Advisors, Inc.
Flat fees available for financial planning and consulting services; amounts negotiated
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
IARs may receive commissions for securities and insurance products when acting as registered representatives or insurance agents
Up to $350 per hour for financial planning and consulting
Ongoing financial planning and consulting services may be charged on a recurring fee basis
Account minimum: $10,000 for Transaction-Based Advisory Account Programs; $100,000 for Asset-Based Advisory Account Program; $10,000 for FMAX Program; no minimum for financial planning services but minimum fee applies Minimum fee: Minimum fee generally 0.25%; maximum fee generally 3.00%; exceptions and waivers possible Fee-only: Financial planning and consulting services offered for hourly fees up to $350/hour, flat fees, or ongoing recurring fees
114 North Boulevard, Suite 102/105
Gunnison, CO 81230
Colorado
J.W. Cole Advisors, Inc.
2017 - Present (9 years)
J.W. Cole Financial, Inc.
2017 - Present (9 years)
Mass Mutual Investors Services
2017 - 2017 (1 year)
MetLife Securities Inc.
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Gunnison, CO
Maia Wealth
PFS™, Series 63, Series 65
Gunnison, CO
Summit Global Investments, LLC
Series 63, Series 65
Gunnison, CO
Summit Global Investments, LLC
Series 66
Gunnison, CO
Edward Jones
Series 63, Series 66
Gunnison, CO
Edward Jones
CFP®, Series 63, Series 65
Gunnison, CO
Wells Fargo Advisors
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