Jonathan
Sheehan
J. W. Cole Advisors, Inc
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About this Advisor
Jonathan Sheehan is a financial advisor based in Tampa, Florida, working with J. W. Cole Advisors, Inc. Jonathan has previously held positions at Fidelity Investments, Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, J.W. Cole Financial, Inc, and J.W. Cole Advisors, Inc. Jonathan has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Jonathan is part of J. W. Cole Advisors, Inc, which operates out of Tampa, 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
Jonathan Sheehan Work History
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Charles Schwab & Co., Inc
Charles Schwab Bank, Ssb
Fidelity Investments
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
Mckeesport, PA
Greenbelt, MD
Wayne, PA
Tampa, FL
Hightown, NJ
Lock Haven, PA
Tampa, FL
Tampa, FL
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