Itaat
Husain
J. W. Cole Advisors, Inc
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About this Advisor
Itaat Husain is a financial advisor working in Tampa, Florida who has 5 years of relevant experience. Husain currently works for J. W. Cole Advisors, Inc. Their career trajectory has included roles at Wells Fargo Advisors Financial Network LLC, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Husain holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Hawaii. J. W. Cole Advisors, Inc is a business based out of Tampa, FL. The investment advisory business has offices in 388 locations and a total of 521 people on staff. It controls $5 billion in total assets between its 24,060 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 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 available to invest. The firm offers a diverse 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. A financial advisor's fees typically vary depending on the financial services offered. Fees charged by J. W. Cole Advisors, Inc can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$4,854,030,147
521
24,060
$201,747
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
Itaat Husain Work History
Itaat has been registered as a financial advisor for 5 years.*
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Wells Fargo Advisors Financial Network LLC
*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 Itaat Husain 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
Hudson, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Parkville, MD
Metropolis, IL
Palm Bay, 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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