Jennifer Jack
Jennifer Jack is a registered investment advisor at J. W. Cole Advisors, INC., based in Lakewood Ranch, FL, with 7 years of industry experience. Jennifer 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
8470 Enterprise Circle, Suite 301-F, Lakewood Ranch, FL, 34202
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2019Other Business Activities
Jennifer is the owner of J&J Wealth Advisors, a financial services company. She dedicates a full-time commitment to this business.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Park Avenue Securities LLCBroker
Adp Broker-Dealer, INC.Broker
State Registrations2 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.