J. W. Cole Advisors, Inc
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About this Advisor
Jonathan Matuszkiewicz is a financial advisor operating in Tampa, Florida, who has 4 years of relevant experience. Matuszkiewicz is an advisor for J. W. Cole Advisors, Inc. Matuszkiewicz has gained experience at New York Life Insurance Company, Nylife Securities LLC, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc and Crestview Capital Advisors. Matuszkiewicz maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in West Virginia. J. W. Cole Advisors, Inc is an advisory company headquartered in Tampa, FL. The company has offices in 388 locations and a total of 521 financial advisors. It manages $5 billion in assets under management among its 24,060 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 27 charities and foundations. Of its 24,060 accounts, just 8% belong to high-net-worth clients who have greater than $1 million in assets. The business performs 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. Fees charged by financial advisors are based on which service is provided. However, fee types billed by J. W. Cole Advisors, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
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J. W. Cole Advisors, Inc Brokerage Details
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
Jonathan Matuszkiewicz Work History
Jonathan has been registered as a financial advisor for 4 years.*
Crestview Capital Advisors
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
New York Life Insurance Company
Nylife Securities 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.
Please visit the SEC profile of Jonathan Matuszkiewicz 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
Palm Bay, FL
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