Anthony
Blair
J. W. Cole Advisors, Inc
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About this Advisor
Anthony Blair is a financial advisor who works in Tampa, Florida who has 7 years of relevant experience. Blair currently works for J. W. Cole Advisors, Inc. During their career, the advisor has held roles at Financial Advisers Of America, LLC, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc and Agrandar Associates, Inc. Blair maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona. J. W. Cole Advisors, Inc is a company operating out of Tampa, FL. It has offices in 388 locations and a total of 521 employees. It handles $5 billion in total assets between its 24,060 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 27 charities and foundations. Of its 24,060 accounts, just 8% are held by high-net-worth investors who have greater than $1 million in assets available to invest. J. W. Cole Advisors, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors vary depending on the type of services offered. Fee types charged by J. W. Cole Advisors, Inc can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$4,854,030,147
521
24,060
$201,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Anthony Blair Work History
Anthony has been registered as a financial advisor for 7 years.*
J.W. Cole Advisors, Inc
J.W. Cole Financial, Inc
Agrandar Associates, Inc
Financial Advisers Of America, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Blair to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at J. W. Cole Advisors, Inc
Palm Bay, FL
Tampa, FL
Tampa, FL
Hudson, FL
Parkville, MD
Metropolis, IL
Tampa, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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