Jeffrey
Schroeder

J. W. Cole Advisors, Inc

CRD#2615409
Investment Advisor
in Deland, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 65, Personal Financial Specialist

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

125 E Indiana Ave Suite B
Deland, FL 32724

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management

$5,735,868,013

FL Average: $1,855,561,029
Total Number of Employees

512

FL Average: 62
Total Number of Accounts

25,612

FL Average: 2,474
Average Account Size

$223,952

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

Jeffrey Schroeder Work History

2024 - Present (0 year)

J.W. Cole Advisors, Inc

2022 - Present (2 years)

Boatman And Bryant Capital Solutions

2002 - Present (22 years)

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.

Financial Advisors at J. W. Cole Advisors, Inc

Taylor Savka
Tampa, FL
Anthony Lofaso
West Palm Beach, FL
Gary Husel
Tampa, FL
Stephen Ross
Mckeesport, PA
Douglas Collier
Tampa, FL
Elizabeth Drury
Indianapolis, IN
Gregory Jack
Tampa, FL
Sarah Martin
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started