Kristy
Watson

J. W. Cole Advisors, Inc

CRD#2457063
Investment Advisor
in Tampa, FL

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About this Advisor

Kristy Watson is a chartered financial analyst working in Tampa, Florida who has 1 year of industry experience. Watson is an employee of J. W. Cole Advisors, Inc. Over the course of their career, they have held roles at Wv State Treasurers' Office, West Virginia Investment Mgmt Board, Wise Financial Consulting, LLC, Mrc Global, Mutual Of America Life Insurance Company, Mutual Of America Securities LLC, J.W. Cole Advisors, Inc and J.W. Cole Financial, Inc. Watson holds a Series 63 license, qualifying them as a securities representative, and is registered to operate in West Virginia. J. W. Cole Advisors, Inc is a registered investment business that has its headquarters in Tampa, FL. It has offices in 388 locations and a total of 521 financial advisors. It manages $5 billion in assets under management between its 24,060 client accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 27 charities and foundations. Of its 24,060 accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company provides 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 depend on the type of financial services. However, fee types charged by J. W. Cole Advisors, Inc most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

1 year

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

Kristy Watson Work History

Kristy has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

J.W. Cole Advisors, Inc

2022 - Present (2 years)

J.W. Cole Financial, Inc

2018 - 2021 (3 years)

Mutual Of America Life Insurance Company

2018 - 2021 (3 years)

Mutual Of America Securities LLC

2017 - 2017 (< 1 year)

Wv State Treasurers' Office

2017 - 2018 (1 year)

Mrc Global

2015 - 2016 (1 year)

Wise Financial Consulting, LLC

2001 - 2014 (13 years)

West Virginia Investment Mgmt Board

*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 Kristy Watson 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

Jonathan Sheehan
Tampa, FL
William Drexler
Palm Bay, FL
Hayden Herrington
Tampa, FL
Kristopher Cotton
Tampa, FL
Jordan Windhorst
Metropolis, IL
Michael Valencia
Parkville, MD
Penny Di Giovanna
Hudson, 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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