Scott Jackson
Scott Jackson is a registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 21 years of industry experience. Scott 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
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2025Customer Dispute
December 2016Customer Dispute
August 2010Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Scott sells fixed insurance products, dedicating a few hours per week. He is also the founder and managing director of Kase Wealth Advisors, LLC, spending full-time hours on this role.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
G.F. Investment Services, LLCBroker
Platinum Wealth Partners, INC.
Lasalle St Securities, L.L.C.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations8 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.