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Susan Hurschman

J. W. Cole Advisors, INC.
39 Years of Experience
Plantation, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Susan Hurschman is a ChFC-designated registered investment advisor at J. W. Cole Advisors, INC., based in Plantation, FL, with 39 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.

J. W. Cole Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
491 advisors
Number of Clients
31,247 clients
Average Client Portfolio
$264K average
Assets Under Management
$8.2B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M3.00%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7901 SW 6 Court, Suite 320, Plantation, FL, 33324

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 1989
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Susan sells non-variable insurance products, including fixed life, fixed annuities, and health insurance. She also operates under the DBA Integrity Wealth Planning, Inc. and has been a trustee for a family member since 2015.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
May 2017 - Present · 9 yrs 5 mos
J.W. Cole Financial, INC.Broker
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
Oneamerica Securities, INC.Broker
March 2011 - May 2017 · 6 yrs 2 mos
Oneamerica Securities, INC.
February 2011 - May 2017 · 6 yrs 3 mos
AXA Advisors, LLC
January 1999 - March 2011 · 12 yrs 2 mos
AXA Advisors, LLCBroker
November 1993 - March 2011 · 17 yrs 4 mos
The Equitable Life Assurance Society of the United StatesBroker
November 1993 - January 2000 · 6 yrs 2 mos
Raymond James & Associates, INC.Broker
November 1981 - December 1988 · 7 yrs 1 mo
State Registrations2 states
CAFL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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