JC
JC

Jeffery Cole

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
2,087 clients
Average Client Portfolio
$191K average
Assets Under Management
$399.4M

Fee Structure

Minimum Investment:$50K
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Location

400 West English Road, Ste 215, High Point, NC, 27262

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Jeffery owns Daline Enterprises & Daline Group and is an affiliate for HLTH Code, spending minimal time on each. He is also an author/speaker, dedicating about 10-20% of his time to marketing books, information products, and speaking events, and works nearly full-time as a structural design engineer for Huskey Truss and Building Supply, Inc. In addition, Jeffery spends about 10% of his time on insurance sales.

Employment History
Current Registrations
Terra Wealth
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
PFS Investments INC.Broker
January 2022 - June 2022 · 5 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.