Donna
Dupre
J. W. Cole Advisors, Inc
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About this Advisor
Donna Dupre is a financial advisor based in Parsippany, New Jersey, working with J. W. Cole Advisors, Inc. Donna has previously held positions at Mark Scordato & Associates, Gf Investment Services, Donna Dupre, Global Financial Private Capital, J.W. Cole Financial, Inc, and J.W. Cole Advisors, Inc. Donna has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Donna is part of J. W. Cole Advisors, Inc, which operates out of Parsippany, New Jersey. 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
Donna Dupre Work History
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Donna Dupre
Mark Scordato & Associates
Global Financial Private Capital
Gf Investment Services
Disclosures
Please visit the SEC profile of Donna Dupre 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
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West Palm Beach, FL
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