Evan Conley
Evan Conley is a registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 16 years of industry experience. Evan 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.00% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $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
Location
4302 Henderson Boulevard, Suite 201, Tampa, FL, 33629
Get directionsHistory
Regulatory History (2)
Criminal
December 2011Criminal
June 2009Other Business ActivitiesSells Insurance
Evan sells fixed, indexed, and variable annuities, as well as life insurance, dedicating nearly full-time hours to this activity. He is also the president of ECC Wealth Management, an S-Corp for tax purposes, which is a non-investment related activity.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations3 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.
Exams
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