Thomas
Hayes

J. W. Cole Advisors, Inc

CRD#3092791
Investment Advisor
in Spring, TX

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About this Advisor

Thomas Hayes is a financial advisor based in Spring, Texas, working with J. W. Cole Advisors, Inc. Thomas has previously held positions at Zone 7 Financial Services, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, and T J Hayes & Co Pllc. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Thomas is part of J. W. Cole Advisors, Inc, which operates out of Spring, Texas. 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

Series 63, Series 65, Personal Financial Specialist

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

25025 North I-45 Suite 470
Spring, TX 77380

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J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management

$5,735,868,013

TX Average: $1,855,561,029
Total Number of Employees

512

TX Average: 62
Total Number of Accounts

25,612

TX Average: 2,474
Average Account Size

$223,952

TX Average: $750,025

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

Thomas Hayes Work History

2005 - Present (19 years)

J.W. Cole Advisors, Inc

2005 - Present (19 years)

T J Hayes & Co Pllc

2003 - Present (21 years)

J.W. Cole Financial, Inc

1999 - Present (25 years)

Zone 7 Financial Services

Disclosures

Please visit the SEC profile of Thomas Hayes 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

Elizabeth Drury
Indianapolis, IN
Gregory Jack
Tampa, FL
Sandra Myers
Tampa, FL
Taylor Savka
Tampa, FL
Gary Husel
Tampa, FL
Amber Malek
Lock Haven, PA
Scott Burgess
Lakewood Ranch, FL
Byron Crosby
Clearwater, FL

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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