Penny
Di Giovanna
J. W. Cole Advisors, Inc
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About this Advisor
Penny Di Giovanna is a certified financial planner working in Hudson, Florida with 1 year of relevant experience. Di Giovanna is on the advisory team at J. W. Cole Advisors, Inc. During their career, Di Giovanna has held roles at Re Max Elite, Coldwell Banker, Life Span Wealth Management, Cetera Financial Specialists LLC, London Bay Homes, Century 21 Ocean, Ascendia Real Estate, Halliday Financial, LLC, Raymond James & Associates, Inc, Fidelity Brokerage Services, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, Semmax Financial Advisors, Inc, Wells Fargo Bank Na and Wells Fargo Advisors, LLC. Di Giovanna holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida and North Carolina. J. W. Cole Advisors, Inc is a business based out of Tampa, FL. The investment advisory business has offices in 388 locations and a total of 521 financial advisors. It oversees $5 billion in total assets across its 24,060 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 27 charities and foundations. Of its 24,060 accounts, just 8% are associated with high-net-worth clients who have at least $1 million in assets available to invest. J. W. Cole Advisors, Inc provides 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 charged by financial advisors vary depending on which services the firm provides the client. Fees billed by J. W. Cole Advisors, Inc likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$4,854,030,147
521
24,060
$201,747
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
Penny Di Giovanna Work History
Penny has been registered as a financial advisor for 1 years.*
J.W. Cole Advisors, Inc
J.W. Cole Financial, Inc
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Semmax Financial Advisors, Inc
Fidelity Brokerage Services
Raymond James & Associates, Inc
Ascendia Real Estate
Halliday Financial, LLC
London Bay Homes
Century 21 Ocean
Life Span Wealth Management
Cetera Financial Specialists LLC
Coldwell Banker
Wells Fargo Advisors, LLC
Re Max Elite
Coldwell Banker
Wells Fargo Bank Na
*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 Penny Di Giovanna 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
Tampa, FL
Palm Bay, FL
Tampa, FL
Metropolis, IL
Tampa, FL
Tampa, FL
Parkville, MD
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.
