Nicole
Jones
J. W. Cole Advisors, Inc
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About this Advisor
Nicole Jones is a financial advisor based in Fairport, New York, working with J. W. Cole Advisors, Inc. Nicole has previously held positions at United Professional Advisors, College Assistance Plus, Ameritas Investment Corp, Ameritas Life Insurance Corp Of New York, Juiceplus, Uwag, Ameritas Advisory Services, LLC, J.W. Cole Advisors, Inc, and J.W. Cole Financial, Inc. Nicole has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Nicole is part of J. W. Cole Advisors, Inc, which operates out of Fairport, New York. 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
Nicole Jones Work History
J.W. Cole Advisors, Inc
J.W. Cole Financial, Inc
Ameritas Advisory Services, LLC
Uwag
Ameritas Investment Corp
Ameritas Life Insurance Corp Of New York
United Professional Advisors
Juiceplus
College Assistance Plus
Disclosures
Please visit the SEC profile of Nicole Jones 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
Indianapolis, IN
West Palm Beach, FL
Delray Beach, FL
Tampa, FL
Tampa, FL
Lock Haven, PA
Tampa, FL
Tampa, FL
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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.
