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Bradley Neil Zucker

J. W. Cole Advisors, Inc.

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About Bradley Neil Zucker

Bradley Zucker is a financial advisor with over 20 years of experience in the industry. Bradley is currently registered with J. W. Cole Advisors, Inc. and has previously worked with several other financial firms. Bradley is a Series 63 and 65 licensed professional and has a Series 6 license. Bradley provides financial planning, portfolio management for individuals and businesses, and educational seminars. Bradley's experience and expertise provide clients with a strong foundation for meeting their financial goals.

Firm Information

Bradley Zucker is currently registered with J. W. Cole Advisors, Inc.. J. W. Cole Advisors, Inc. is an investment advisor headquartered in TAMPA, FL. They manage a total of $5.74 billion in client assets, primarily for high-net-worth individuals and other individuals, as well as corporations and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars. J. W. Cole Advisors, Inc. is a registered investment advisor with the SEC.
J. W. Cole Advisors, Inc.

4301 ANCHOR PLAZA PARKWAY

TAMPA, FL 33634

$5.74B

Assets Under Management

1,682

Total Clients

419

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly & fixed rate consulting

Hourly & fixed rate consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Zucker’s Registration & Firm History

NV

04/22/2019 - Present

J. W. Cole Advisors, Inc. (LAS VEGAS NV)

NV

04/10/2008 - 02/12/2009

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (LAS VEGAS NV)

NV

12/21/2006 - 04/13/2007

SCF SECURITIES, INC. (LAS VEGAS NV)

MI

03/14/2003 - 12/31/2004

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

NH

01/22/1996 - 12/31/1997

POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)

SD

05/06/1993 - 12/31/1994

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

NJ

10/10/1991 - 11/01/1991

AFM INVESTMENTS, INC. (HOWELL NJ)

NJ

07/30/1987 - 10/11/1991

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 11/06/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/19/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Neil Zucker.
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