Jeffry
Cole
Team Wealth & Tax Advisors
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About this Advisor
Jeffry Cole is a certified financial planner working out of Temecula, California with 3 years of relevant experience. Cole is an employee of Team Wealth & Tax Advisors. Cole has gained experience at Ae Wealth Management, LLC, Jeffry S Cole Inc Dba Teamtax, Team Financial Group, LLC Dba Team Financial & Insurance Service, Countryside Insurance Services Inc, Jeffry S Cole Financial & Insurance Services, Countryside Insurance Services, Cole Legacy Partners, Dba Cole Legacy Properties LLC, Global Financial Private Capital and Team Financial Group, LLC Dba Team Wealth & Tax Advisors. Cole holds a Series 63 license, designating them as a securities representative, and can work in California and Texas. Team Wealth & Tax Advisors is a company that has its headquarters in Temecula, CA. It has $102 million in assets under management across its 533 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 533 customer accounts, 16% are held by high-net-worth investors who have more than $1 million in investable assets. Team Wealth & Tax Advisors provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Financial advisory fee schedules largely vary depending on which service is provided. However, fee types billed by Team Wealth & Tax Advisors likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Team Wealth & Tax Advisors Brokerage Details
$102,267,120
8
533
$191,871
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Jeffry Cole Work History
Jeffry has been registered as a financial advisor for 3 years.*
Team Financial Group, LLC Dba Team Wealth & Tax Advisors
Team Financial Group, LLC Dba Team Financial & Insurance Service
Cole Legacy Partners, Dba Cole Legacy Properties LLC
Jeffry S Cole Inc Dba Teamtax
Jeffry S Cole Financial & Insurance Services
Ae Wealth Management, LLC
Countryside Insurance Services Inc
Global Financial Private Capital
Countryside Insurance Services
*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 Jeffry Cole 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 Team Wealth & Tax Advisors
Temecula, CA
Temecula, CA
Temecula, CA
Temecula, CA
Temecula, CA
Temecula, CA
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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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.