James
Sprecher
J. W. Cole Advisors, Inc
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About this Advisor
James Sprecher is a financial advisor based in Palmyra, Pennsylvania, working with J. W. Cole Advisors, Inc. James has previously held positions at J.W. Cole Financial, Inc, Your Financial Community Of Pa, Inc, J.W. Cole Advisors, Inc, and Infinity Financial Group. James has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, James is part of J. W. Cole Advisors, Inc, which operates out of Palmyra, Pennsylvania. 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
James Sprecher Work History
Infinity Financial Group
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Your Financial Community Of Pa, Inc
Disclosures
Please visit the SEC profile of James Sprecher 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
West Palm Beach, FL
Lock Haven, PA
Delray Beach, FL
Tampa, FL
Tampa, FL
Clearwater, FL
Tampa, FL
Lakewood Ranch, 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.
