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
Greencastle, IN 46135
Credentials
Series 63, Series 65, Series 66
Industry experience
41 years
Vernon Stewart is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63, 65, and 66 credentials and has 41 years of industry experience. His prior roles include positions at National Planning Corporation and Advantage Investment Management LLC. Outside of his advisory work, he is involved with Ernst & Roth, providing cost segregation study services to commercial real estate owners. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.
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
101 E Washington Street
Greencastle, IN 46135
Indiana · Texas
JW Cole Advisors Inc
2019 - Present (7 years)
Advantage Investment Management LLC
2018 - 2019 (1 year)
Securities America Inc
2017 - 2017 (1 year)
Securities America Advisors Inc
2017 - 2017 (1 year)
National Planning Corporation
2003 - 2017 (14 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.
CFP®
Fillmore, IN
Best Case Financial
I'm Alan Skillern. I'm from a tiny town in west central Indiana. My goal is to help people just like I help my family. I'm a CFP® professional and I picked up my MBA while I was at Ball State. I've worked in a few firms but I never sold a financial product or taken a commission. I don't have any desire to push products to people who are looking to secure their family's future. I have picked up a set of skills, including: a deep knowledge of estate planning, mindfulness around taxes, and the ability to build a killer financial plan. Best Case Financial is built around the idea of neighbors helping neighbors. I've seen too many cases of people being treated un-neighborly and I want to do my part to tip the scale in the other direction.
Series 65
Greencastle, IN
Wabash Capital, Inc.
Series 66
Cloverdale, IN
Osaic Advisory Services, LLC
CFP®, Series 63, Series 66
Cloverdale, IN
Osaic Advisory Services, LLC
Series 63, Series 65
Brazil, IN
Cetera
Series 66
Greencastle, IN
Edward Jones
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