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Andrew J Kinney

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
467 advisors
Number of Clients
29,614 clients
Average Client Portfolio
$243K average
Assets Under Management
$7.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Charged separately
Minimum Annual Fee:$280
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Location

4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL, 33634

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew is an independent insurance agent selling fixed insurance products, including life, health, and long-term care insurance, since 2010, dedicating about 10-20% of his time. He is also an independent agent and LOA with Aadvantage Insurance Group LLC, an insurance agency, since February 2025, spending about 10-20% of his time.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
November 2009 - Present · 16 yrs 3 mos
J.W. Cole Financial, INC.Broker
November 2009 - Present · 16 yrs 3 mos
Previous Registrations
Investment Advisors International, INC.
August 2008 - November 2009 · 1 yr 3 mos
World Group Securities, INC.Broker
November 2007 - November 2009 · 2 yrs
State Registrations2 states
ILMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew J Kinney - Financial Advisor | TrueAdvisor