John
Pharr

J. W. Cole Advisors, Inc

CRD#1990229
Investment Advisor
in Pensacola, FL

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About this Advisor

John Pharr is a financial advisor based in Pensacola, Florida, working with J. W. Cole Advisors, Inc. John has previously held positions at Park Avenue Securities LLC, Guardian Life Insurance Co, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, and John Pharr Cpa, LLC. John has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, John is part of J. W. Cole Advisors, Inc, which operates out of Pensacola, 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, Series 63

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

105 E Gregory Square
Pensacola, FL 32502

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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

John Pharr Work History

2016 - Present (8 years)

J.W. Cole Financial, Inc

2016 - Present (8 years)

J.W. Cole Advisors, Inc

2004 - Present (20 years)

John Pharr Cpa, LLC

2015 - 2016 (1 year)

Park Avenue Securities LLC

2015 - 2016 (1 year)

Guardian Life Insurance Co

Disclosures

Please visit the SEC profile of John Pharr 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

Gregory Jack
Tampa, FL
Amber Malek
Lock Haven, PA
Sarah Martin
Tampa, FL
Anthony Lofaso
West Palm Beach, FL
Kathryn Nevin
Greenbelt, MD
Taylor Savka
Tampa, FL
William Small
Delray Beach, FL
Robert Fourman
Hightown, NJ

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.

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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.

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