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
Dansville, NY 14437
Credentials
Series 63
Industry experience
10 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.
2023 - Present (3 years)
J.W. Cole Financial, Inc.
2023 - Present (3 years)
Ameritas Advisory Services, LLC
2021 - 2023 (2 years)
Uwag
2016 - 2023 (7 years)
Ameritas Investment Corp
2015 - 2023 (8 years)
Ameritas Life Insurance Corp of New York
2015 - 2023 (8 years)
Juiceplus
2014 - 2019 (5 years)
United Professional Advisors
2014 - 2023 (9 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 63, Series 65
Dansville, NY
Allworth financial, L.P.
Series 63
Nunda, NY
Blackridge Asset Management, LLC
Series 66
Dansville, NY
J. W. Cole Advisors, Inc.
Series 63, Series 65
Dansville, NY
Allworth financial, L.P.
Series 63, Series 65
Rochester, NY
Cambridge Investment Research Advisors
Series 63
Nunda, NY
OSAIC
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