Sean
Foley
J. W. Cole Advisors, Inc
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About this Advisor
Sean Foley is a financial advisor working out of Palmyra, Pennsylvania with 5 years of industry experience. Foley is an advisor for J. W. Cole Advisors, Inc. Throughout their career, they have worked at Securities America, Inc, Securities America Advisors, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, Infinity Financial Group, National Planning Corporation and Edward Jones. Foley has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. J. W. Cole Advisors, Inc is a firm operating out of Tampa, FL. The firm has offices in 388 locations and a total of 521 financial advisors. It oversees $5 billion in total assets between its 24,060 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 27 charitable organizations. Of its 24,060 accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets available to invest. J. W. Cole Advisors, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically are based on which services are provided. Fee types charged by J. W. Cole Advisors, Inc may include 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
Sean Foley Work History
Sean has been registered as a financial advisor for 5 years.*
Infinity Financial Group
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Securities America, Inc
Securities America Advisors
National Planning Corporation
Edward Jones
*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 Sean Foley 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
Hudson, FL
Palm Bay, FL
Parkville, MD
Tampa, FL
Tampa, FL
Tampa, FL
Metropolis, IL
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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