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David Patrick Leathers

J. W. Cole Advisors, Inc.

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About David Patrick Leathers

David Leathers is a financial professional with over 30 years of experience in the industry. David has a broad range of experience across several firms, including Cetera Advisors LLC, Investors Capital Corp. and LPL Financial LLC. David is currently registered with J. W. Cole Advisors, Inc. and offers a variety of services, including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.

Firm Information

David Leathers 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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David Leathers’s Registration & Firm History

GA

11/30/2023 - Present

J. W. Cole Advisors, Inc. (Cumming GA)

GA

10/03/2016 - 11/29/2023

CETERA ADVISORS LLC (CUMMING GA)

GA

12/05/2014 - 10/03/2016

INVESTORS CAPITAL CORP. (CUMMING GA)

GA

02/14/2011 - 12/17/2014

LPL FINANCIAL LLC (CUMMING GA)

GA

06/30/2006 - 02/11/2011

QA3 FINANCIAL CORP. (CUMMING GA)

GA

02/18/1997 - 07/19/2006

JEFFERSON PILOT SECURITIES CORPORATION (CUMMING GA)

AZ

01/31/1997 - 02/20/1997

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

GA

03/06/1996 - 01/31/1997

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

FL

11/18/1994 - 04/02/1996

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

07/11/1994 - 10/31/1994

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

GA

03/30/1994 - 05/24/1994

MARINA SECURITIES, INC. (NORCROSS GA)

CO

02/18/1993 - 04/08/1994

SCHNEIDER SECURITIES, INC. (DENVER CO)

NY

10/11/1992 - 11/19/1992

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

07/24/1992 - 09/22/1992

OPPENHEIMER & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/06/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/19/1994

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/11/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Patrick Leathers. Review regulatory record here.
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