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
Deland, FL 32724
Credentials
Series 65
Industry experience
5 years
Flat fees available for financial planning engagements
$0+: Varies by account/platform; general maximum fee is 3.00%, minimum fee 0.25%, with tiered schedules applied and negotiable fees N/A - N/A: Fees may be charged at flat rates instead of tiered schedule under certain circumstances
IARs may receive commissions on securities and insurance products sold through affiliated broker-dealer JWCF
Up to $350 per hour for financial planning and consulting services
Recurring fees possible for ongoing financial planning arrangements
Minimum fee: Minimum fee as low as 0.25% annually; minimum Program Fees may also apply (varies by platform) Fee-only: Financial planning and consulting fees charged hourly (up to $350/hour), flat fees, or recurring fees
J.W. Cole Advisors, Inc.
2024 - Present (2 years)
Todd Boatman CPA PA (DBA Boatman and Bryant, CPAs)
2002 - Present (24 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 66
Daytona Beach, FL
Edward Jones
Series 66
Deland, FL
Fidelity
Kyle McLaughlin is a Financial Consultant currently working at Fidelity Investments. In this role, he focuses on educating clients about various financial topics and providing tools and resources to help them make informed decisions. Kyle collaborates with clients to understand their short- and long-term goals and co-creates financial plans that implement various investment strategies. Kyle has been with Fidelity Investments since 2021, progressing through roles including Workplace Planning Consultant and Investment Consultant before becoming a Financial Consultant in 2025. Prior to joining Fidelity, he gained experience as an Account Manager at American Portfolios from 2019 to 2021 and at MassMutual from 2017 to 2019. Outside of his professional work, Kyle's personal interests include beach activities, boating, fishing, fitness, football, and golf.
CFP®, Series 66
Deland, FL
Edward Jones
Series 66
Debary, FL
Edward Jones
Series 66
Deland, FL
Edward Jones
Series 66
Deland, FL
Merrill
Lisa Ogram is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in DeLand, Florida. She has been practicing in this role since 2008, providing clients with personalized wealth management strategies that consider their full financial picture and life priorities. Lisa collaborates with clients to develop flexible plans tailored to their individual goals and aspirations, and leverages investment insights from Merrill alongside banking and lending solutions from Bank of America. Her expertise includes goal setting, investment implementation, banking, asset and liability management for individuals, families, and businesses. Lisa holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from Stetson University. Lisa is actively involved in her community through volunteering and fundraising with organizations such as the DeLand Breakfast Rotary Club, Museum of Art - DeLand, Florida, and the Children's Cancer Foundation. She is also a member of the Stetson Alumni Association.
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