Tim
Gerds
J. W. Cole Advisors, Inc
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About this Advisor
Tim Gerds is a financial advisor based in Tampa, Florida, working with J. W. Cole Advisors, Inc. Tim has previously held positions at Us Bancorp Investments, Inc, J.W. Cole Financial, Inc, and J. W. Cole Advisors, Inc. Tim has passed the Series 63 regulatory exam and is registered to provide services in Wisconsin. Currently, Tim is part of J. W. Cole Advisors, Inc, which operates out of Tampa, Florida. The firm has 388 offices and 512 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at J. W. Cole Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$5,735,868,013
512
25,612
$223,952
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
Tim Gerds Work History
J.W. Cole Financial, Inc
J. W. Cole Advisors, Inc
Us Bancorp Investments, Inc
Disclosures
Please visit the SEC profile of Tim Gerds 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
Mckeesport, PA
Delray Beach, FL
Tampa, FL
Tampa, FL
Rockledge, FL
Lock Haven, PA
Tampa, FL
West Palm Beach, FL
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