Jonathan
Sheehan
J. W. Cole Advisors, Inc
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About this Advisor
Jonathan Sheehan is a certified financial planner operating in Tampa, Florida, with 1 year of industry experience. Sheehan currently works for J. W. Cole Advisors, Inc. Over the course of their career, Sheehan has held roles at Fidelity Investments, Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Sheehan holds a Series 63 license, qualifying them as a securities broker, and is approved to work in Florida. J. W. Cole Advisors, Inc is an advisory firm that has its headquarters in Tampa, FL. The company has offices in 388 locations and a total of 521 advisors. It has $5 billion in total assets across its 24,060 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 27 charitable organizations. Of its 24,060 customer accounts, just 8% are held by high-net-worth investors who have more than $1 million in assets available to invest. J. W. Cole Advisors, Inc offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees typically vary depending on which services the firm provides the client. Fee types charged by J. W. Cole Advisors, Inc most likely are comprised of 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
Jonathan Sheehan Work History
Jonathan has been registered as a financial advisor for 1 years.*
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Charles Schwab & Co., Inc
Charles Schwab Bank, Ssb
Fidelity Investments
*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 Jonathan Sheehan 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
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Parkville, MD
Palm Bay, FL
Hudson, FL
Metropolis, IL
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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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.