Gary
Shondeck
J. W. Cole Advisors, Inc
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About this Advisor
Gary Shondeck is a financial advisor based in Gunnison, Colorado, working with J. W. Cole Advisors, Inc. Gary has previously held positions at Metlife Securities Inc, Mml Investors Services, LLC, J.W. Cole Advisors, Inc, J.W. Cole Financial, Inc, The New England, and New England Securities. Gary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Gary is part of J. W. Cole Advisors, Inc, which operates out of Gunnison, Colorado. 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
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$5,735,868,013
512
25,612
$223,952
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
Gary Shondeck Work History
J.W. Cole Advisors, Inc
J.W. Cole Financial, Inc
Mml Investors Services, LLC
Metlife Securities Inc
The New England
New England Securities
Disclosures
Please visit the SEC profile of Gary Shondeck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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