Jared Cole
Jared Cole is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mckinney, TX, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1833 West Hunt Street - Bldg B., Suite 201, Mckinney, TX, 75069
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jared is a trustee for his mother's trust, dedicating minimal time to this role. He is also the Branch Manager and Financial Advisor for Cole Wealth Management, spending about 10-20% of his time, and owns rental real estate, spending a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations18 states
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