Vernon Stewart
Vernon Stewart is a registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 41 years of industry experience. Vernon 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 (4)
Judgment / Lien
July 2024Regulatory
July 2012Customer Dispute
December 2010Regulatory
January 2005Other Business ActivitiesSells Insurance
Vernon works as a financial advisor and insurance agent under North Salem Wealth Strategies and Advantage Financial Group, dedicating full-time hours to these activities, with about half his time focused on insurance. He also solicits services for Ernst & Roth and owns rental property, requiring minimal time commitments.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
Previous Registrations
Advantage Investment Management, LLC
Securities America Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Walnut Street Securities, INC.Broker
Aegon USA Securities INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations2 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.