Anthony Blair
Anthony Blair is a registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 41 years of industry experience. Anthony 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
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2009Customer Dispute
May 2003Regulatory
August 1992Other Business ActivitiesSells Insurance
Anthony manages rentals of a condo in Rocky Point, Mexico, and is a limited partner in The Flying E Ranch. He is also an owner/officer/agent at Agrandar Associates, Inc. where he provides investment services and sells fixed life insurance, dedicating full-time hours to this role.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Financial Advisers of America, LLCBroker
Girard Securities, INC.Broker
Sentra Securities CorporationBroker
First Investors CorporationBroker
State Registrations15 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.