Joe Don
Cole

Fort Washington Investment Advisors Inc

CRD#4071858
Investment Advisor
in Cincinnati, OH

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About this Advisor

Joe Don Cole is a financial advisor based in Cincinnati, Ohio, working with Fort Washington Investment Advisors Inc. Joe has previously held positions at Touchstone Securities and Fort Washington Investment Advisors. Joe has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Joe is part of Fort Washington Investment Advisors Inc, which operates out of Cincinnati, Ohio. The firm has 2 offices and 158 employees. The firm manages assets totaling $79.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Fort Washington Investment Advisors Inc includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

303 Broadway Suite 1200
Cincinnati, OH 45202

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Fort Washington Investment Advisors Inc Brokerage Details

Total Assets Under Management

$79,457,379,980

OH Average: $2,106,341,625
Total Number of Employees

158

OH Average: 34
Total Number of Accounts

1,444

OH Average: 1,972
Average Account Size

$55,025,886

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Joe Don Cole Work History

2016 - Present (8 years)

Touchstone Securities

2006 - Present (18 years)

Fort Washington Investment Advisors

Disclosures

Please visit the SEC profile of Joe Don 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 Fort Washington Investment Advisors Inc

Daniel Gibson
Cincinnati, OH
Neal Davis
Cincinnati, OH
Jeffrey Pettiford
Chicago, IL
Tracey Stofa
Cincinnati, OH
Kate Brown
Cincinnati, OH
William Creviston
Cincinnati, OH
Joshua Sillies
Cincinnati, OH
Michael Rudnicki
Cincinnati, OH

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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