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Kevin Ford

J. W. Cole Advisors, INC.
28 Years of Experience
Jupiter, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Kevin Ford is a registered investment advisor at J. W. Cole Advisors, INC., based in Jupiter, FL, with 28 years of industry experience. Kevin 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

601 Heritage Drive, Suite 209, Jupiter, FL, 33458

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History

Regulatory History (2)
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Customer Dispute
January 2020
Denied
Customer Dispute
July 2003
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kevin is an agent for fixed insurance products since 2010, dedicating about 10-20% of his time to sales and service. He is also a managing partner at Oceanside Wealth Management, spending nearly full-time on financial planning, investments, and insurance, and spends minimal time on sales and solicitation of life and health insurance.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
January 2010 - Present · 16 yrs 9 mos
J.W. Cole Financial, INC.Broker
January 2010 - Present · 16 yrs 9 mos
Previous Registrations
Edward Jones
July 2006 - January 2010 · 3 yrs 6 mos
Edward JonesBroker
January 1998 - January 2010 · 12 yrs
State Registrations11 states
AZFLGAKYMONCNENYOHPATX
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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