Jeffry
Cole
Team Wealth & Tax Advisors
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About this Advisor
Jeffry Cole is a financial advisor based in Temecula, California, working with Team Wealth & Tax Advisors. Jeffry has previously held positions at Ae Wealth Management, LLC, Global Financial Private Capital, Team Financial Group, LLC Dba Team Wealth & Tax Advisors, 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, and Cole Legacy Partners, Dba Cole Legacy Properties LLC. Jeffry has passed the Series 63 regulatory exam and is registered to provide services in California and Texas. Currently, Jeffry is part of Team Wealth & Tax Advisors, which operates out of Temecula, California. The firm has 8 employees and manages assets totaling $147.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Team Wealth & Tax Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Team Wealth & Tax Advisors Brokerage Details
$147,216,357
8
625
$235,546
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Jeffry Cole Work History
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
Ae Wealth Management, LLC
Countryside Insurance Services Inc
Global Financial Private Capital
Countryside Insurance Services
Jeffry S Cole Financial & Insurance Services
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
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