Garrett
Engman

J. W. Cole Advisors, Inc

CRD#6923344
Investment Advisor
in Tampa, FL

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About this Advisor

Garrett Engman is a financial advisor who works in Tampa, Florida with a total of 2 years of industry experience. Engman is on the advisory team at J. W. Cole Advisors, Inc. Engman has gained experience at Five Guys, Red Lobster, Olive Garden, St Paul College, Student, Axa Advisors, LLC, Equitable Advisors, LLC, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Engman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Minnesota. J. W. Cole Advisors, Inc is a business based in Tampa, FL. It has offices in 388 locations and a total of 521 financial advisors. It has $5 billion in assets between its 24,060 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 27 charities and foundations. Of its 24,060 customer accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets available to invest. J. W. Cole Advisors, Inc provides a broad assortment 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 for financial management largely are based on which service is offered. However, fees charged by J. W. Cole Advisors, Inc likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

Garrett Engman Work History

Garrett 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

2018 - 2018 (< 1 year)

St Paul College

2018 - 2020 (2 years)

Axa Advisors, LLC

2018 - 2021 (3 years)

Equitable Advisors, LLC

2016 - 2016 (< 1 year)

Red Lobster

2016 - 2018 (2 years)

Olive Garden

2015 - 2016 (1 year)

Five Guys

2008 - 2015 (7 years)

Student

*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 Garrett Engman 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

Michael Valencia
Parkville, MD
Deanna Williamson
Tampa, FL
Hayden Herrington
Tampa, FL
Kristopher Cotton
Tampa, FL
Amanda Williams
Tampa, FL
Jordan Windhorst
Metropolis, IL
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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