Ethan
Nuebling

J. W. Cole Advisors, Inc

CRD#7351904
Investment Advisor
in Tampa, FL

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About this Advisor

Ethan Nuebling is a financial advisor based out of Tampa, Florida who has 2 years of industry experience. Nuebling is on the advisory team at J. W. Cole Advisors, Inc. During their career, the advisor has held roles at Florida Financial Advisors, University Of South Florida, Ethan Nuebling Lawn Care, Sunlake High School, Bishop Mclaughlin Catholic High School, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Nuebling holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Florida. J. W. Cole Advisors, Inc is a financial advisory firm operating out of Tampa, FL. It has offices in 388 locations and a total of 521 financial advisors. It administers $5 billion in total assets across its 24,060 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 27 charities and foundations. Of its 24,060 accounts, just 8% are held by high-net-worth clients who have at least $1 million in assets available to invest. J. W. Cole Advisors, Inc offers 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 charged by financial advisors are based on which services are provided. Fee types charged by J. W. Cole Advisors, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Ethan Nuebling Work History

Ethan 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

2021 - 2021 (< 1 year)

Florida Financial Advisors

2017 - 2021 (4 years)

University Of South Florida

2016 - 2017 (1 year)

Ethan Nuebling Lawn Care

2015 - 2016 (1 year)

Sunlake High School

2012 - 2015 (3 years)

Bishop Mclaughlin Catholic High School

*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 Ethan Nuebling 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

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