Robert Olenchalk is a registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 25 years of industry experience. Robert 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
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.
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Robert participates in disc golf tournaments and leagues, coaches volleyball, and works as a model. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Fidelity Brokerage Services LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James & Associates, INC.
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
New England SecuritiesBroker
Metlife Securities INC.Broker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
Raymond James & Associates, INC.Broker
Prudential Investment Management Services LLCBroker
American Skandia Marketing, INC.Broker
First Investors CorporationBroker
State Registrations23 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.