Jeffery Cole
Advisor at Terra Wealth
Updated today
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
Terra Wealth
Location
Nashville, TN 37203
Credentials
Series 63, Series 65
Industry experience
4 years
About
Jeffery Cole is a financial advisor at Terra Wealth with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Terra Wealth, he worked at Primerica Advisors and Primerica Financial Services. Outside of finance, he is an author and speaker involved in marketing books and information products, and he serves as a structural design engineer at Huskey Truss and Building Supply, where he has worked for over a decade. Terra Wealth provides holistic financial planning and investment advisory services to individuals, including high-net-worth clients, and entities such as family offices and qualified retirement plans. The firm employs customized portfolios managed with fundamental analysis and investment committee oversight, offering both discretionary and non-discretionary services through a team of 39 advisors.
Client services
Based on Terra Wealth
Financial planning
Portfolio management
Selection of other advisers
Fee options
Flat fees for financial planning services agreed upon in writing.
Up to 2.00%, negotiable based on client and services
Certain advisory persons are registered representatives earning commissions on securities transactions separate from advisory fees.
Financial planning and consulting hourly rates generally range from $250 to $500 per hour, negotiable.
Account minimum: $50,000 (may be waived or reduced at the sole discretion of the Advisor) Fee-only: Annual advisory fee based on assets under management, average daily balance, or flat dollar fee; financial planning may be included or charged separately.
Location
2817 West End Ave, #388
Nashville, TN 37203
Most active in
Jeffery C has reported serving >5 clients in these states in the last 12 months.
Tennessee
Work history
Terra Wealth Management, LLC
2022 - Present (4 years)
Primerica Advisors
2021 - 2022 (1 year)
Primerica Financial Services
2021 - 2022 (1 year)
Self (PURE)
2017 - 2019 (2 years)
Self (LakeOntarioCandleCo.com)
2017 - 2019 (2 years)
Self (WholeStepsLife.com)
2017 - 2019 (2 years)
Huskey Truss
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
William A
Series 66
Nashville, TN
Center Hill Wealth, LLC
William J
Series 66
Nashville, TN
Boulevard Money
Tyler B
CFP®, Series 66
Nashville, TN
Dirigo Private Wealth
Rohit P
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
Christian H
Series 66
Nashville, TN
Christian A. Hermo LLC
Matthew J
Series 65
Brentwood, TN
Quants Compete
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")