Alan Edward Mott

J. W. Cole Advisors, INC.

11 Years of Experience

1 DisclosureSells Insurance

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Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

J. W. Cole Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

467 advisors

Number of Clients

29,614 clients

Average Client Portfolio

$243K average

Assets Under Management

$7.2B

Fee Structure

Minimum Investment:$100K

Financial Planning:Charged separately

Minimum Annual Fee:$280

Location

2864 Hwy 27, Suite F, North Brunswick, NJ, 08902

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History

Regulatory History (1)

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Regulatory

December 2002

Final

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Other Business ActivitiesSells Insurance

Alan is the president of National Senior Associates Company, LLC, where he conducts insurance seminars for annuities, life, and long-term care, dedicating nearly full-time hours. He also owns Mott Tax Advisory Services, providing tax preparation and insurance sales, and spends nearly full-time hours during tax season, as well as owning rental property and offering identity theft protection services.

Employment History

Current Registrations

J. W. Cole Advisors, INC.

April 2019 - Present · 6 yrs 10 mos

Previous Registrations

Global Financial Private Capital, LLC

October 2014 - April 2019 · 4 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.