Justin
Vaccaro

J. W. Cole Advisors, Inc

CRD#5434168
Investment Advisor
in Tampa, FL

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About this Advisor

Justin Vaccaro is a financial advisor operating in Tampa, Florida, who has 6 years of relevant experience. Vaccaro currently works for J. W. Cole Advisors, Inc. Throughout their career, Vaccaro has worked at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Kv Securities LLC, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Vaccaro maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Oregon. J. W. Cole Advisors, Inc is an advisory business that has its headquarters in Tampa, FL. It has offices in 388 locations and a total of 521 financial advisors. It controls $5 billion in total assets among its 24,060 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 27 charitable organizations. Of its 24,060 client accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets. J. W. Cole Advisors, Inc offers a broad assortment 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. Financial advisory fee schedules largely depend on which services the firm provides the client. Fees charged by J. W. Cole Advisors, Inc most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

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

4301 Anchor Plaza Parkway Suite # 450
Tampa, FL 33634

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J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management

$4,854,030,147

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

521

FL Average: 62
Total Number of Accounts

24,060

FL Average: 2,474
Average Account Size

$201,747

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

Justin Vaccaro Work History

Justin has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

J.W. Cole Financial, Inc

2017 - Present (7 years)

J.W. Cole Advisors, Inc

2015 - Present (9 years)

Kv Securities LLC

2009 - 2017 (8 years)

Raymond James Financial Services, Inc

2009 - 2017 (8 years)

Raymond James Financial Services Advisors, Inc

*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 Justin Vaccaro 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

William Drexler
Palm Bay, FL
Michael Valencia
Parkville, MD
Kristopher Cotton
Tampa, FL
Deanna Williamson
Tampa, FL
Amanda Williams
Tampa, FL
Penny Di Giovanna
Hudson, FL
Jordan Windhorst
Metropolis, IL
Jonathan Sheehan
Tampa, FL

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.

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