Financial ADVSR advisor directory · SEC adviser records
J. W. Cole Advisors, Inc. financial advisors in Utah
Every SEC-registered investment adviser representative at a J. W. Cole Advisors, Inc. office in Utah, by city and A to Z.
The short answer
5 registered advisors work at J. W. Cole Advisors, Inc. in Utah, out of 437 nationwide; it's the firm's number 14 state by advisors, and the most are in Salt Lake City (2). 1 list the CFP designation and 5 are also registered broker representatives.
J. W. Cole Advisors, Inc. advisors by city in Utah
Every firm in Utah →J. W. Cole Advisors, Inc. advisors in Utah, A to Z
Search by name →- Richard W. BirdSpringville · Chartered Financial Consultant
- Britain J. BuehlerOrem · Certified Financial Planner
- Jason KimberLogan
- Robert E. SheltonOrem
- Lorraine A. UmbergerSalt Lake City
J. W. Cole Advisors, Inc. advisors in every state →J. W. Cole Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
J. W. Cole Advisors, Inc. in other states
Florida 275Pennsylvania 28California 15Texas 10New York 9Arizona 7Michigan 7Virginia 7Colorado 6Minnesota 6New Jersey 6Wisconsin 6Indiana 5Connecticut 4Maryland 4South Carolina 4Alabama 3Iowa 3Massachusetts 3Nebraska 3Ohio 3
Questions
How many J. W. Cole Advisors, Inc. financial advisors are in Utah?
5 investment adviser representatives are registered at J. W. Cole Advisors, Inc. offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 437 at the firm nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.
Where in Utah does J. W. Cole Advisors, Inc. have the most advisors?
Salt Lake City, with 2, then American Fork (1). J. W. Cole Advisors, Inc. has advisors in 4 cities in Utah.
How do I check a J. W. Cole Advisors, Inc. advisor in Utah?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the J. W. Cole Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.