TrueAdvisor
TrueAdvisor
AH
AH

Abby Humberd

J. W. Cole Advisors, INC.
8 Years of Experience
Broker
View SEC Summary
View SEC Summary
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

4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL, 33634

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
J. W. Cole Advisors, INC.
March 2024 - Present · 1 yr 11 mos
J.W. Cole Financial, INC.Broker
November 2020 - Present · 5 yrs 3 mos
Previous Registrations
Morgan StanleyBroker
July 2019 - June 2020 · 11 mos
T. Rowe Price Investment Services, INC.Broker
September 2016 - July 2019 · 2 yrs 10 mos
State Registrations3 states
CAFLKS
AdvisorBrokerBoth
Exams
No exam information available for this advisor.