Kathleen
Owings
J. W. Cole Advisors, Inc
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About this Advisor
Kathleen Owings is a financial advisor based in Colorado Springs, Colorado, with 9 years of relevant experience. Owings is on the advisory team at J. W. Cole Advisors, Inc. Throughout their career, they have worked at New England Financial, New England Securities, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Owings maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Colorado. J. W. Cole Advisors, Inc is a business based out of Tampa, FL. The firm has offices in 388 locations and a total of 521 people on staff. It controls $5 billion in total assets across its 24,060 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 27 charities and foundations. Of its 24,060 client accounts, just 8% are held by high-net-worth individuals who have more than $1 million in assets available to invest. J. W. Cole Advisors, Inc has a number of services, including 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 for financial advisory services usually depend on which service is provided. Fees charged by J. W. Cole Advisors, Inc likely are comprised 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
Kathleen Owings Work History
Kathleen has been registered as a financial advisor for 9 years.*
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
New England Financial
New England Securities
*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 Kathleen Owings 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
Tampa, FL
Parkville, MD
Tampa, FL
Metropolis, IL
Tampa, FL
Tampa, FL
Hudson, 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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