Nicole Jones is a registered investment advisor, based in Fairport, NY, with 10 years of industry experience.
Location
6800 Pittsford-Palmyra Road, Suite 250, Fairport, NY, 14450
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicole is involved in insurance sales through Lifetime Planning, Inc. and fixed insurance sales, advising clients on life, annuity, disability, and long-term care insurance; these activities take about 10-20% of her time. Nicole also serves as the executor for her mother's estate.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
State Registrations7 states
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