Gerri Harrison
Gerri Harrison is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in East Syracuse, NY, with 29 years of industry experience. Gerri 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
6456 Collamer Road, East Syracuse, NY, 13057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gerri is a financial planner and registered representative at Legacy Wealth Advisors of NY, dedicating nearly full-time hours to financial planning, investment management, and retirement planning. Gerri also sells life, long-term care insurance, and annuities, dedicating a few hours per week, and is a managing member of Riverside Income Taxes LLC and Riverside JC LLC, spending about 10-20% of their time on tax preparation and rental property management.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Visions Analysis LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
H.D. Vest Investment ServicesBroker
State Registrations4 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.