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Rey Descalso

J. W. Cole Advisors, INC.
21 Years of Experience
Maitland, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Rey Descalso is a registered investment advisor at J. W. Cole Advisors, INC., based in Maitland, FL, with 21 years of industry experience. Rey 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

549 N. Wymore Road, Suite 208, Maitland, FL, 32751

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2021
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Rey is an insurance agent selling fixed insurance products since 2010, dedicating a few hours per week. Rey is also the founder of Privada Tax, offering tax preparation, planning, and estate planning services, spending about 10-20% of their time on this.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
June 2010 - Present · 16 yrs 4 mos
J.W. Cole Financial, INC.
June 2010 - Present · 16 yrs 4 mos
J.W. Cole Financial, INC.Broker
June 2010 - Present · 16 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - June 2010 · 2 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - June 2010 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.
April 2005 - January 2008 · 2 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
March 2005 - January 2008 · 2 yrs 10 mos
State Registrations15 states
AZCACOFLGAINKYMINCNYORPATXVAWA
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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