Bernard
Seidl
J. W. Cole Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Bernard Seidl is a financial advisor who works in Tampa, Florida. Seidl is an advisor for J. W. Cole Advisors, Inc. During their career, the advisor has held roles at Managed Solutions, Assetmark Brokerage, Assetmark Financial and J.W. Cole Financial, Inc. Seidl has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois. J. W. Cole Advisors, Inc is a firm operating out of Tampa, FL. The firm has offices in 388 locations and a total of 521 advisors. It handles $5 billion in total assets among its 24,060 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 27 charitable organizations. Of its 24,060 accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers 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. Financial advisory fees typically vary depending on which services are offered. However, fee types charged by J. W. Cole Advisors, Inc most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Bernard Seidl Work History
Bernard has been registered as a financial advisor for 0 years.*
J.W. Cole Financial, Inc
Assetmark Financial
Assetmark Brokerage
Managed Solutions
Assetmark Brokerage
Assetmark Financial
*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 Bernard Seidl 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
Metropolis, IL
Tampa, FL
Hudson, FL
Tampa, FL
Parkville, MD
Tampa, FL
Palm Bay, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
