Carol
Schmidlin

J. W. Cole Advisors, Inc

CRD#2609764
Investment Advisor
in Sewell, NJ

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About this Advisor

Carol Schmidlin is a financial advisor who works in Sewell, New Jersey who has 4 years of industry experience. Schmidlin works at J. W. Cole Advisors, Inc. During their career, the advisor has held roles at Franklin Planning, Global Financial Private Capital, Gf Investment Services, LLC, J.W. Cole Advisors, Inc and J.W. Cole Financial, Inc. Schmidlin holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in District Of Columbia and New Jersey. J. W. Cole Advisors, Inc is an advisory business based in Tampa, FL. It has offices in 388 locations and a total of 521 employees. It administers $5 billion in assets between its 24,060 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 27 charities and foundations. Of its 24,060 accounts, just 8% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers a wide assortment 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. A financial advisor's fees usually depend on which services the firm provides the client. Fees billed by J. W. Cole Advisors, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

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

123 Egg Harbor Road Suite 303
Sewell, NJ 08080

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J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management

$4,854,030,147

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

521

NJ Average: 62
Total Number of Accounts

24,060

NJ Average: 2,474
Average Account Size

$201,747

NJ 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

Carol Schmidlin Work History

Carol has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

J.W. Cole Advisors, Inc

2019 - Present (5 years)

J.W. Cole Financial, Inc

1994 - Present (30 years)

Franklin Planning

2013 - 2019 (6 years)

Global Financial Private Capital

2013 - 2019 (6 years)

Gf Investment Services, LLC

*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 Carol Schmidlin 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

Hayden Herrington
Tampa, FL
Jonathan Sheehan
Tampa, FL
Michael Valencia
Parkville, MD
William Drexler
Palm Bay, FL
Deanna Williamson
Tampa, FL
Jordan Windhorst
Metropolis, IL
Penny Di Giovanna
Hudson, 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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