Ryan Newton
Ryan Newton is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 22 years of industry experience. Ryan 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 (1)
Customer Dispute
September 2019Other Business Activities
Ryan is the president of Front Porch Financial Planning and a financial advisor for Newton Showers Wealth Management, LLC, Verso Wealth Strategists, and 168 Wealth Strategists. He also works as an adjunct professor at the University of North Florida and an instructor at Zahn Associates, dedicating a full-time effort to 168 Wealth Strategists.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Newton Logistics and Asset Management, LLC
High Street Securities, INC.Broker
F & S Asset Management Group, INC.
Lincoln Financial Securities CorporationBroker
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Washington Square Securities, INC.Broker
State Registrations10 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.