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
Sauk City, WI 53583
Credentials
Series 66
Industry experience
9 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.
2025 - Present (1 year)
J.W. Cole Financial, Inc.
2025 - Present (1 year)
LPL Financial LLC
2021 - 2025 (4 years)
Bankers' Bank
2021 - 2024 (3 years)
UBS Financial Services Inc.
2015 - 2021 (6 years)
KD's Bar and Grill
2014 - 2019 (5 years)
Lodi Volleyball Club
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 65
Waunakee, WI
Edward Jones
Series 63, Series 66
Waunakee, WI
Edward Jones
Series 66
Waunakee, WI
Edward Jones
Series 63, Series 65
Waunakee, WI
Fidelity
Jim Solberg is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He has a comprehensive background in financial services, starting as a Financial Representative at Northwestern Mutual Insurance in 2018 and progressing through roles including Financial Advisor at Northwestern Mutual Insurance and various positions at Fidelity Investments, such as Financial Representative and Planning Consultant. Jim specializes in creating personalized financial plans by engaging in a detailed discovery process with his clients to understand their individual goals and values. He and his team focus on building lasting relationships that reflect clients' unique stories and aspirations. Originally from outside Wisconsin, Jim now resides there with his wife and three boys, including twins. Outside of his professional life, Jim enjoys baseball, comedy, fitness, football, social events with friends, and golf.
Series 66
Waunakee, WI
Edward Jones
Series 63
Waunakee, WI
Edward Jones
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