Danielle Jones is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in Big Pine Key, FL, with 1 years of industry experience. Danielle 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
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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
30646 Overseas Highway, Big Pine Key, FL, 33043
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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.
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Danielle is an advisor at Leeward Wealth Management, dedicating full-time hours to advising and financial planning. She is also a managing member of D.E.J. Blue Horizons, LLC, created for employment purposes, requiring minimal time commitment.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
State Registrations1 state
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