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Jeffrey Emmeluth

J. W. Cole Advisors, INC.
21 Years of Experience
Stuart, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Emmeluth is a registered investment advisor at J. W. Cole Advisors, INC., based in Stuart, FL, with 21 years of industry experience. Jeffrey 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

1055 East Ocean Blvd., Stuart, FL, 34996

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History

Regulatory History (2)
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
May 2016
Denied
Employment Separation After Allegations
October 2014
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey sells fixed insurance, long-term care insurance, fixed and indexed annuities, and life insurance. He is also a managing partner at Craig Jeffries Wealth Management Group, LLC, dedicating full-time hours to it, and a manager at Bull and Bear Properties, LLC, spending minimal time on upkeep and taxes.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
January 2015 - Present · 11 yrs 9 mos
J.W. Cole Financial, INC.Broker
November 2014 - Present · 11 yrs 11 mos
Previous Registrations
Edward Jones
October 2007 - October 2014 · 7 yrs
Edward JonesBroker
October 2007 - October 2014 · 7 yrs
A. G. Edwards & Sons, INC.
November 2005 - September 2007 · 1 yr 10 mos
A. G. Edwards & Sons, INC.Broker
September 2005 - September 2007 · 2 yrs
State Registrations11 states
CACOFLGAMONCNJOHPASCWI
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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