Dorothea
Cole

J. W. Cole Advisors, Inc

CRD#3208277
Investment Advisor
in New Port Richey, FL

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About this Advisor

Dorothea Cole is a financial advisor working in New Port Richey, Florida who has 4 years of relevant experience. Cole is currently employed by J. W. Cole Advisors, Inc. Over the course of their career, they have held roles at Transamerica Financial Advisors, Inc, Signator Investors, Inc, Royal Alliance Associates, Inc, J.W. Cole Advisors, Inc and J.W. Cole Financial, Inc. Cole maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Florida. J. W. Cole Advisors, Inc is a company that has its headquarters in Tampa, FL. The firm has offices in 388 locations and a total of 521 advisors. It oversees $5 billion in assets under management across its 24,060 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 27 charities and foundations. Of its 24,060 customer accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in assets. J. W. Cole Advisors, Inc offers a broad array 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. Financial management fees largely vary depending on the financial services. Fee types billed by J. W. Cole Advisors, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

9400 River Crossing Blvd Suite 104
New Port Richey, FL 34655

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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

Dorothea Cole Work History

Dorothea has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

J.W. Cole Advisors, Inc

2019 - Present (5 years)

J.W. Cole Financial, Inc

2018 - 2019 (1 year)

Royal Alliance Associates, Inc

2016 - 2018 (2 years)

Signator Investors, Inc

2009 - 2016 (7 years)

Transamerica Financial Advisors, 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 Dorothea Cole 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
William Drexler
Palm Bay, FL
Kristopher Cotton
Tampa, FL
Amanda Williams
Tampa, FL
Michael Valencia
Parkville, MD
Penny Di Giovanna
Hudson, FL
Hayden Herrington
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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