Jeffrey
Schroeder
J. W. Cole Advisors, Inc
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About this Advisor
Jeffrey Schroeder is a financial advisor based in Deland, Florida, working with J. W. Cole Advisors, Inc. Jeffrey has previously held positions at Boatman And Bryant Capital Solutions, J.W. Cole Advisors, Inc, and Jeffrey M. Schroeder & Associates D/B/A Jeffrey M. Schroeder, Pa. Jeffrey has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Jeffrey is part of J. W. Cole Advisors, Inc, which operates out of Deland, Florida. The firm has 388 offices and 512 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at J. W. Cole Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$5,735,868,013
512
25,612
$223,952
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 Schroeder Work History
J.W. Cole Advisors, Inc
Boatman And Bryant Capital Solutions
Jeffrey M. Schroeder & Associates D/B/A Jeffrey M. Schroeder, Pa
Disclosures
Please visit the SEC profile of Jeffrey Schroeder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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