Paul
Quinn

J. W. Cole Advisors, Inc

CRD#2909821
Investment Advisor
in Lakeland, FL

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About this Advisor

Paul Quinn is a financial advisor based in Lakeland, Florida who has 9 years of relevant experience. Quinn is on the advisory team at J. W. Cole Advisors, Inc. Quinn has gained experience at St Joseph Academy, Eastman Investments, Berthel Fisher & Company Financial Services, Inc, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Quinn has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Florida. J. W. Cole Advisors, Inc is a financial advisory business operating out of Tampa, FL. The firm has offices in 388 locations and a total of 521 employees. It oversees $5 billion in total assets among its 24,060 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 27 charities and foundations. Of its 24,060 accounts, just 8% are held by high-net-worth individuals who have at least $1 million in assets available to invest. J. W. Cole Advisors, Inc has 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. A financial advisor's fees vary depending on which services the firm provides the client. Fees charged by J. W. Cole Advisors, Inc likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Lakeland, FL

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J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management

$4,854,030,147

FL Average: $1,855,561,029
Total Number of Employees

521

FL Average: 62
Total Number of Accounts

24,060

FL Average: 2,474
Average Account Size

$201,747

FL Average: $750,025

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

Paul Quinn Work History

Paul has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

J.W. Cole Financial, Inc

2014 - Present (10 years)

J.W. Cole Advisors, Inc

2010 - Present (14 years)

St Joseph Academy

2011 - 2013 (2 years)

Berthel Fisher & Company Financial Services, Inc

2010 - 2013 (3 years)

Eastman Investments

*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 Paul Quinn 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

William Drexler
Palm Bay, FL
Kristopher Cotton
Tampa, FL
Jonathan Sheehan
Tampa, FL
Deanna Williamson
Tampa, FL
Michael Valencia
Parkville, MD
Penny Di Giovanna
Hudson, FL
Jordan Windhorst
Metropolis, IL
Amanda Williams
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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