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CFP
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CFP

Elizabeth Belisle

J. W. Cole Advisors, INC.
31 Years of Experience
Mesa, AZ
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Elizabeth Belisle is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in Mesa, AZ, with 31 years of industry experience. Elizabeth 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
495 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

9960 E. Elmwood St, Mesa, AZ, 85207

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History

Regulatory History (1)
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.
Customer Dispute
December 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Elizabeth facilitates setting up living trusts, sells pottery, provides income tax services, sells fixed insurance/LTC, and is a family trustee. These activities take about 10% to about a quarter of Elizabeth's time each.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
July 2015 - Present · 11 yrs 3 mos
J.W. Cole Financial, INC.Broker
July 2015 - Present · 11 yrs 3 mos
Previous Registrations
Commonwealth Financial Network
July 2007 - July 2015 · 8 yrs
Commonwealth Financial NetworkBroker
July 2007 - July 2015 · 8 yrs
Multi-Financial Securities Corporation
June 2004 - July 2007 · 3 yrs 1 mo
Multi-Financial Securities CorporationBroker
June 2004 - July 2007 · 3 yrs 1 mo
J.W. Cole Financial, INC.Broker
September 2003 - June 2004 · 9 mos
Tilchin Asset Management
January 2002 - June 2004 · 2 yrs 5 mos
Jonathan Roberts Financial Group, INC.Broker
June 2000 - September 2003 · 3 yrs 3 mos
1st Global Capital CORP.Broker
January 1995 - June 2000 · 5 yrs 5 mos
State Registrations16 states
AZCOCTFLGAHIIDMTNCNVOKORTNTXWAWI
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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