Edward Castleberry
Edward Castleberry is a ChFC-designated registered investment advisor at J. W. Cole Advisors, INC., based in Plant City, FL, with 42 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
Plant City, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is the president of Castleberry Financial Services, Inc., a DBA and fixed insurance business, since 1975, dedicating about half of his time. He is also the president of Silverbrooke HOA since 2016, spending minimal time on board meetings and HOA business.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Fidelity Equity Services CorporationBroker
Carillon Investments, INC.Broker
Green Hill Financial Service CorporationBroker
State Registrations9 states
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.