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Britain Josh Buehler

J. W. Cole Advisors, Inc.

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About Britain Josh Buehler

Britain Buehler is a financial advisor who has been active in the industry since 2023. Britain is currently registered with the state of Utah as an investment advisor representative. Britain is also a registered representative and general securities representative. Britain works at J. W. Cole Advisors, Inc. which is headquartered in Tampa, Florida. Britain is also an employee of Axio Wealth Management, LLC, and Kia Ora 1. The firm's main office is located in Tampa, Florida and they specialize in financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Britain Buehler 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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Britain Buehler’s Registration & Firm History

UT

07/14/2023 - Present

J. W. Cole Advisors, Inc. (Orem UT)

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Licenses & Designations

BOTH

Issued 01/05/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/10/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/12/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Britain Josh Buehler.
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