Laurey
Shintani
J. W. Cole Advisors, Inc
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About this Advisor
Laurey Shintani is a financial advisor operating in Honolulu, Hawaii with a total of 1 year of relevant experience. Shintani is on the advisory team at J. W. Cole Advisors, Inc. Throughout their career, Shintani has worked at Thrivent Financial, Kamehameha Elementary Schools, Helemano Elementary School, Thrivent Investment Management Inc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, First Hawaiian Bank, First Hawaiian Advisors, Guardian Life Insurance Company, Park Avenue Securities, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc and Financial Planning Hawaii. Shintani has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Hawaii. J. W. Cole Advisors, Inc is a registered investment business that has its headquarters in Tampa, FL. The firm has offices in 388 locations and a total of 521 people on staff. It handles $5 billion in assets between its 24,060 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 27 charities and foundations. Of its 24,060 accounts, just 8% are held by high-net-worth clients who have greater than $1 million in assets. J. W. Cole Advisors, Inc provides a wide 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. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by J. W. Cole Advisors, Inc most likely are comprised 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
Laurey Shintani Work History
Laurey has been registered as a financial advisor for 1 years.*
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Financial Planning Hawaii
Guardian Life Insurance Company
Park Avenue Securities
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
First Hawaiian Bank
First Hawaiian Advisors
Thrivent Financial
Thrivent Investment Management Inc
Kamehameha Elementary Schools
Helemano Elementary School
*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 Laurey Shintani 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
Hudson, FL
Palm Bay, FL
Metropolis, IL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
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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