Michelle
Morin
J. W. Cole Advisors, Inc
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About this Advisor
Michelle Morin is a financial advisor working out of Colorado Springs, Colorado. Morin is an advisor for J. W. Cole Advisors, Inc. During their career, the advisor has held roles at Trans Tech Auto & Truck Inc, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Nova Financial & Insurance Services, J.W. Cole Advisors, Inc, Chicos Fas, Shield Of David, Cumulus Radio, Various Insurance Carriers For Nova Insurance Agencies and Freedom Blast LLC. Morin holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado. J. W. Cole Advisors, Inc is a registered investment company that has its headquarters in Tampa, FL. The company has offices in 388 locations and a total of 521 advisors. It has $5 billion in total assets among its 24,060 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 27 charities and foundations. Of its 24,060 client accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company offers a number of services, such as 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 charged by financial advisors typically are based on which services are provided. Fees billed by J. W. Cole Advisors, Inc most likely include 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
Michelle Morin Work History
Michelle has been registered as a financial advisor for 0 years.*
J.W. Cole Advisors, Inc
Freedom Blast LLC
Shield Of David
Chicos Fas
Various Insurance Carriers For W&R Insurance Agencies
Nova Financial & Insurance Services
Cumulus Radio
Various Insurance Carriers For Nova Insurance Agencies
Waddell & Reed, Inc
Trans Tech Auto & Truck Inc
*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 Michelle Morin 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
Palm Bay, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Hudson, FL
Tampa, FL
Metropolis, IL
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.
