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JL
CFP
JL
CFP

Jean Larsen

J. W. Cole Advisors, INC.
40 Years of Experience
Venice, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jean Larsen is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in Venice, FL, with 40 years of industry experience. Jean 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

439 Mexicali Avenue, Venice, FL, 34293

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History

Regulatory History (1)
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Criminal
April 1989
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jean is the owner, officer, and director of JP Financial Center Inc., selling non-variable fixed insurance, dedicating minimal time to this activity. She also works as a sole proprietor doing tax preparation, spending minimal time on it.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
November 2017 - Present · 8 yrs 11 mos
J.W. Cole Financial, INC.Broker
December 2015 - Present · 10 yrs 10 mos
Previous Registrations
Questar Asset Management, INC.
October 2012 - November 2015 · 3 yrs 1 mo
Questar Capital CorporationBroker
September 2012 - November 2015 · 3 yrs 2 mos
Multi-Financial Securities CorporationBroker
January 2004 - September 2012 · 8 yrs 8 mos
Multi-Financial Securities Corporation
January 2004 - September 2012 · 8 yrs 8 mos
Vestax Securities Corporation
January 1998 - January 2004 · 6 yrs
Vestax Securities CorporationBroker
January 1998 - January 2004 · 6 yrs
Fsc Securities CorporationBroker
October 1994 - March 1998 · 3 yrs 5 mos
Meridian Associates, INC.Broker
August 1987 - September 1994 · 7 yrs 1 mo
Integrated Resources Equity CorporationBroker
May 1987 - March 1988 · 10 mos
A. G. Edwards & Sons, INC.Broker
December 1985 - May 1987 · 1 yr 5 mos
State Registrations10 states
AKFLGAINMAMENCNJSCTX
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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