Jeffery
Cole
Terra Wealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Jeffery Cole is a financial advisor who works in High Point, North Carolina with a total of 1 year of relevant experience. Cole is currently employed by Terra Wealth. Over the course of their career, they have held roles at Pfs Investments Inc, Primerica Financial Services, Huskey Truss, Self (Wholestepslife.Com), Self (Lakeontariocandleco.Com), Self (Pure), Roger'S Manufacturing, Maury Co Sheriff and Terra Wealth Management, LLC. Cole has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Tennessee. Terra Wealth is a company headquartered in High Point, NC. The company has offices in 25 locations and a total of 62 financial advisors. It manages $167 million in total assets among its 1,648 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,648 accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types charged by Terra Wealth most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Terra Wealth Brokerage Details
$167,354,321
62
1,648
$101,550
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
Jeffery Cole Work History
Jeffery has been registered as a financial advisor for 1 years.*
Terra Wealth Management, LLC
Huskey Truss
Pfs Investments Inc
Primerica Financial Services
Self (Wholestepslife.Com)
Self (Lakeontariocandleco.Com)
Self (Pure)
Maury Co Sheriff
Roger'S Manufacturing
*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 Jeffery Cole 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 Terra Wealth
Murfreesboro, TN
High Point, NC
Wausau, WI
High Point, NC
San Tan Valley, AZ
High Point, NC
Mesa, AZ
Phoenix, AZ
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
