Jordan
Windhorst

J. W. Cole Advisors, Inc

CRD#7526000
Investment Advisor
in Metropolis, IL

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About this Advisor

Jordan Windhorst is a financial advisor based in Metropolis, Illinois with 1 year of industry experience. Windhorst works at J. W. Cole Advisors, Inc. Over the course of their career, Windhorst has held roles at J.W. Cole Financial, Inc, Metropolis Drugs, Jordan Windhorst Mowing, Lone Oak Ballpark and J.W. Cole Advisors, Inc. Windhorst maintains a Series 66 license, 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 registered investment business that has its headquarters in Tampa, FL. It has offices in 388 locations and a total of 521 financial advisors. It oversees $5 billion in assets under management among its 24,060 client accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 27 charities and foundations. Of its 24,060 customer accounts, just 8% are held by high-net-worth clients who have at least $1 million in investable assets. The business offers a diverse set 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 fees usually are based on which services the firm provides the client. Fee types billed by J. W. Cole Advisors, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

601 Market St
Metropolis, IL 62960

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J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management

$4,854,030,147

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

521

IL Average: 62
Total Number of Accounts

24,060

IL Average: 2,474
Average Account Size

$201,747

IL 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

Jordan Windhorst Work History

Jordan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

J.W. Cole Financial, Inc

2022 - Present (2 years)

J.W. Cole Advisors, Inc

2018 - Present (6 years)

Jordan Windhorst Mowing

2017 - 2019 (2 years)

Metropolis Drugs

2013 - 2017 (4 years)

Lone Oak Ballpark

*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 Jordan Windhorst 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

Michael Valencia
Parkville, MD
Hayden Herrington
Tampa, FL
Jonathan Sheehan
Tampa, FL
Deanna Williamson
Tampa, FL
Jordan Windhorst
Metropolis, IL
Amanda Williams
Tampa, FL
William Drexler
Palm Bay, FL
Kristopher Cotton
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.

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