John Cole
Advisor at LKL Advisors
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.
About
John Cole is a financial advisor at LKL Advisors in Atlanta, GA, holding a Series 65 designation. He has experience working in business strategy at Coinbase, Inc. since 2022 and previously held roles at Boston Consulting Group and Regions Financial. LKL Advisors provides financial planning and portfolio management primarily for high-net-worth individuals and professionals in technology, finance, and consulting. The firm combines fundamental and technical analysis with quantitative models and offers services including retirement, tax, and estate planning, as well as career-transition consulting for clients with non-cash compensation.
Client services
Based on LKL Advisors
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Career advice services (non-financial)
Expertise
Based on LKL Advisors
Equity Recipients (RS/RSU, SOP, ESPP)
Active portfolio management
Private / alternative investments
Fee options
$0 - $500,000: 0.75% annually $500,001 - $1,000,000: 0.50% annually $1,000,001 - $5,000,000: 0.30% annually > $5,000,000+: 0.15% annually
Fee-only: Fee-only advisory firm; no commissions or third-party compensation received.
Location
Atlanta, GA
Most active in
John C has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
Coinbase
2022 - Present (4 years)
Boston Consulting Group
2020 - 2022 (2 years)
Regions Financial
2018 - 2022 (4 years)
Full Time Education
2014 - 2018 (4 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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