Amanda
Williams

J. W. Cole Advisors, Inc

CRD#5568057
Investment Advisor
in Tampa, FL

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About this Advisor

Amanda Williams is a financial advisor working out of Tampa, Florida with 2 years of relevant experience. Williams works at J. W. Cole Advisors, Inc. Throughout their career, they have worked at Champlin & Associates, Hornor Townsend & Kent Inc, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Williams maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. J. W. Cole Advisors, Inc is an advisory firm operating out of Tampa, FL. It has offices in 388 locations and a total of 521 people on staff. It handles $5 billion in assets among its 24,060 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 27 charitable organizations. Of its 24,060 customer accounts, just 8% belong to high-net-worth individuals who have more than $1 million in assets. 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 depend on which service is provided. However, fees billed by J. W. Cole Advisors, Inc may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 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

4301 Anchor Plaza Parkway Suite # 450
Tampa, FL 33634

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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

Amanda Williams Work History

Amanda has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

J.W. Cole Financial, Inc

2021 - Present (3 years)

J.W. Cole Advisors, Inc

2013 - Present (11 years)

Champlin & Associates

2016 - 2021 (5 years)

Hornor Townsend & Kent 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 Amanda Williams 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

Jordan Windhorst
Metropolis, IL
Hayden Herrington
Tampa, FL
Michael Valencia
Parkville, MD
Amanda Williams
Tampa, FL
William Drexler
Palm Bay, FL
Deanna Williamson
Tampa, FL
Jonathan Sheehan
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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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.

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