John
Lewis
J. W. Cole Advisors, Inc
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About this Advisor
John Lewis is a financial advisor based in Arlington, Massachusetts, working with J. W. Cole Advisors, Inc. John has previously held positions at Vsr Financial Services Inc, Vsr Advisory Services, Gray-Lewis Advisory Group, LLC, Summit Brokerage Services, Inc, Summit Financial Group Inc, Pangaea Capital Strategies LLC, J.W. Cole Financial, Inc, and J.W. Cole Advisors, Inc. John has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, John is part of J. W. Cole Advisors, Inc, which operates out of Arlington, Massachusetts. 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
John Lewis Work History
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Pangaea Capital Strategies LLC
Summit Brokerage Services, Inc
Summit Financial Group Inc
Vsr Advisory Services
Vsr Financial Services Inc
Gray-Lewis Advisory Group, LLC
Disclosures
Please visit the SEC profile of John Lewis 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
Greenbelt, MD
Tampa, FL
Rockledge, FL
Hightown, NJ
Tampa, FL
Lock Haven, PA
Tampa, FL
West Palm Beach, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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