Leslie
Baker

J. W. Cole Advisors, Inc

CRD#4073080
Investment Advisor
in Cleveland, GA

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About this Advisor

Leslie Baker is a financial advisor based in Cleveland, Georgia with a total of 8 years of industry experience. Baker is an employee of J. W. Cole Advisors, Inc. Their career trajectory has included roles at Atlantic Sun Financial Group, Money Concepts Capital Corp, J.W. Cole Financial, Inc and J. W. Cole Advisors, Inc. Baker maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Florida. J. W. Cole Advisors, Inc is a firm headquartered in Tampa, FL. The firm has offices in 388 locations and a total of 521 people on staff. It handles $5 billion in assets across its 24,060 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 27 charities and foundations. Of its 24,060 accounts, just 8% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business provides a broad array 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. Financial advisory fee schedules largely depend on which service is offered. However, fee types billed by J. W. Cole Advisors, Inc may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 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

657 W. Kytle St
Cleveland, GA 30528

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J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management

$4,854,030,147

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

521

GA Average: 62
Total Number of Accounts

24,060

GA Average: 2,474
Average Account Size

$201,747

GA 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

Leslie Baker Work History

Leslie has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

J.W. Cole Financial, Inc

2015 - Present (9 years)

J. W. Cole Advisors, Inc

1996 - Present (28 years)

Atlantic Sun Financial Group

2002 - 2015 (13 years)

Money Concepts Capital Corp

*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 Leslie Baker 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
Kristopher Cotton
Tampa, FL
Deanna Williamson
Tampa, FL
Michael Valencia
Parkville, MD
William Drexler
Palm Bay, FL
Hayden Herrington
Tampa, FL
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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