Jean Larsen
Jean Larsen is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 40 years of industry experience. Jean 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
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Regulatory History (1)
Criminal
April 1989Other 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.
J.W. Cole Financial, INC.Broker
Previous Registrations
Questar Asset Management, INC.
Questar Capital CorporationBroker
Multi-Financial Securities CorporationBroker
Multi-Financial Securities Corporation
Vestax Securities Corporation
Vestax Securities CorporationBroker
Fsc Securities CorporationBroker
Meridian Associates, INC.Broker
Integrated Resources Equity CorporationBroker
A. G. Edwards & Sons, INC.Broker
State Registrations10 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.