Jeffrey
Emmeluth
J. W. Cole Advisors, Inc
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About this Advisor
Jeffrey Emmeluth is a financial advisor who works out of Stuart, Florida who has 8 years of relevant experience. Emmeluth currently works for J. W. Cole Advisors, Inc. Throughout their career, Emmeluth has worked at Edward Jones, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Emmeluth maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. J. W. Cole Advisors, Inc is a company that has its headquarters in Tampa, FL. The company has offices in 388 locations and a total of 521 people on staff. It controls $5 billion in assets under management across its 24,060 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 27 charities and foundations. Of its 24,060 client 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 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. Financial advisory fees depend on which services the firm provides the client. Fees charged by J. W. Cole Advisors, Inc likely include 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
Jeffrey Emmeluth Work History
Jeffrey has been registered as a financial advisor for 8 years.*
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Edward Jones
*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 Jeffrey Emmeluth 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
Metropolis, IL
Palm Bay, FL
Hudson, FL
Tampa, FL
Tampa, FL
Parkville, MD
Tampa, FL
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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