John
Nanni

J. W. Cole Advisors, Inc

CRD#2262465
Investment Advisor
in Scottsdale, AZ

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About this Advisor

John Nanni is a financial advisor based in Scottsdale, Arizona, working with J. W. Cole Advisors, Inc. John has previously held positions at Everest College Phoenix - Mesa, (Self Employed) - Life And Health Sales, (Self Employed) Rippleinc.Com, J.W. Cole Financial, Inc, and J.W. Cole Advisors, Inc. John has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, John is part of J. W. Cole Advisors, Inc, which operates out of Scottsdale, Arizona. The firm has 388 offices and 512 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at J. W. Cole Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Scottsdale, AZ

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J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management

$5,735,868,013

AZ Average: $1,855,561,029
Total Number of Employees

512

AZ Average: 62
Total Number of Accounts

25,612

AZ Average: 2,474
Average Account Size

$223,952

AZ Average: $750,025

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

John Nanni Work History

2010 - Present (14 years)

J.W. Cole Financial, Inc

2010 - Present (14 years)

J.W. Cole Advisors, Inc

2003 - Present (21 years)

(Self Employed) Rippleinc.Com

2001 - Present (23 years)

(Self Employed) - Life And Health Sales

2009 - 2015 (6 years)

Everest College Phoenix - Mesa

Disclosures

Please visit the SEC profile of John Nanni 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

Robert Fourman
Hightown, NJ
Scott Burgess
Lakewood Ranch, FL
Gary Husel
Tampa, FL
Robert Rosenberger
Rockledge, FL
Kathryn Nevin
Greenbelt, MD
Adam Wade
Tampa, FL
Gregory Jack
Tampa, FL
Santo Montalbano
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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