AV
AV

Alejandro Jose Vazquez

6 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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
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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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Other Business Activities

Alejandro is involved in several businesses, including real estate holding companies, a motorsports corporation, a professional consulting corporation, and a personal website for financial services. He also owns a legal services company for estate planning.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
June 2020 - Present · 5 yrs 8 mos
J.W. Cole Financial, INC.Broker
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - March 2020 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2019 - March 2020 · 1 yr 2 mos
State Registrations2 states
FLOK
AdvisorBrokerBoth
Exams
No exam information available for this advisor.