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Daniel Scott Grieb

J. W. Cole Advisors, Inc.

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About Daniel Scott Grieb

Daniel S. Grieb is a financial advisor with J. W. Cole Advisors, Inc. with over 20 years of experience in the industry. Daniel S. Grieb provides financial planning, investment advisory services, portfolio management for individuals and businesses, and educational seminars. Daniel S. Grieb is also a Certified Public Accountant and provides tax, payroll and accounting services through his CPA firm, Daniel S. Grieb, P.C.

Firm Information

Daniel Grieb 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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Daniel Grieb’s Registration & Firm History

FL

09/28/2021 - Present

J. W. Cole Advisors, Inc. (TAMPA FL)

NE

05/24/2002 - 09/27/2021

BFT FINANCIAL GROUP, LLC (OMAHA NE)

OH

11/07/2000 - 09/10/2001

WORLD CHOICE SECURITIES, INC. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 12/15/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/22/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Scott Grieb.
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