Jeffrey Emmeluth
Jeffrey Emmeluth is a registered investment advisor at J. W. Cole Advisors, INC., based in Stuart, FL, with 20 years of industry experience. Jeffrey 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
1055 East Ocean Blvd., Stuart, FL, 34996
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2016Employment Separation After Allegations
October 2014Other 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.
J.W. Cole Financial, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, 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.