Kerry
Walker
J. W. Cole Advisors, Inc
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About this Advisor
Kerry Walker is a chartered financial consultant based out of Tulsa, Oklahoma with 2 years of relevant experience. Walker works at J. W. Cole Advisors, Inc. Over the course of their career, Walker has held roles at Ohio National Financial Services, The O. N. Equity Sales Company, Massmutual Life Insurance Company, Mml Investors Services, LLC, J.W. Cole Financial, Inc and J.W. Cole Advisor, Inc. Walker maintains a Series 63 license, which qualifies them as a securities agent, and is approved to serve investors in Oklahoma. J. W. Cole Advisors, Inc is a financial advisory business based in Tampa, FL. It has offices in 388 locations and a total of 521 advisors. It manages $5 billion in assets among its 24,060 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 27 charities and foundations. Of its 24,060 client accounts, just 8% belong to high-net-worth clients who have more than $1 million in investable assets. J. W. Cole Advisors, Inc offers a wide assortment of services, such as 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 fee schedules are based on which services the firm provides the client. Fee types billed by J. W. Cole Advisors, Inc likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$4,854,030,147
521
24,060
$201,747
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
Kerry Walker Work History
Kerry has been registered as a financial advisor for 2 years.*
J.W. Cole Financial, Inc
J.W. Cole Advisor, Inc
Mml Investors Services, LLC
Massmutual Life Insurance Company
The O. N. Equity Sales Company
Ohio National Financial Services
*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 Kerry Walker 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
Metropolis, IL
Tampa, FL
Tampa, FL
Tampa, FL
Palm Bay, FL
Parkville, MD
Tampa, FL
Tampa, 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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