Kristopher
Cotton

J. W. Cole Advisors, Inc

CRD#6682231
Investment Advisor
in Tampa, FL

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About this Advisor

Kristopher Cotton is a financial advisor who works in Tampa, Florida who has 3 years of industry experience. Cotton is currently employed by J. W. Cole Advisors, Inc. Their career trajectory has included roles at University Of Florida, North Florida Wealth Advisors, J.W. Cole Advisors, Inc and J.W. Cole Financial, Inc. Cotton holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida. J. W. Cole Advisors, Inc is a firm headquartered in Tampa, FL. It has offices in 388 locations and a total of 521 advisors. It has $5 billion in total assets among its 24,060 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 27 charitable organizations. Of its 24,060 customer accounts, just 8% are associated with high-net-worth investors who have greater than $1 million in assets. The firm offers a number 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. Fees for financial management largely vary depending on which services the firm provides the client. Fees billed by J. W. Cole Advisors, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

Kristopher Cotton Work History

Kristopher has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

J.W. Cole Advisors, Inc

2019 - Present (5 years)

J.W. Cole Financial, Inc

2016 - Present (8 years)

North Florida Wealth Advisors

2013 - Present (11 years)

University Of Florida

*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 Kristopher Cotton 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

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