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Barrington Brower

34 Years of Experience
Ponte Vedra, FL
2 DisclosuresBrokerSells Insurance

Barrington Brower is a registered investment advisor at J. W. Cole Advisors, INC., based in Ponte Vedra, FL, with 34 years of industry experience. Barrington 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
480 advisors
Number of Clients
29,614 clients
Average Client Portfolio
$243K average
Assets Under Management
$7.2B

Fee Structure

Minimum Investment:$10K

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.

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Location

250 N A1A, Ste. 100, Ponte Vedra, FL, 32082

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2016
Customer Dispute
May 2012
Denied
Other Business ActivitiesSells Insurance

Barrington is a trustee for multiple family trusts and owns Brower Financial Group, where he provides financial planning and trust management, taking nearly full-time. He also evaluates client insurance needs through Brower Financial Group, dedicating a few hours per week, and subleases office space.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
April 2016 - Present · 10 yrs 1 mo
J.W. Cole Financial, INC.Broker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Cambridge Investment Research, INC.Broker
January 2010 - April 2016 · 6 yrs 3 mos
Cambridge Investment Research Advisors, INC.
January 2010 - April 2016 · 6 yrs 3 mos
Lincoln Financial Advisors Corporation
November 1992 - December 2009 · 17 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
June 1991 - December 2009 · 18 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
June 1991 - April 2006 · 14 yrs 10 mos
State Registrations19 states
AZCACOCTFLGAKYMDMINCNHNYPASCTNTXVAVTWA
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.