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Dawn Annette Steinert

J. W. Cole Advisors, Inc.

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About Dawn Annette Steinert

Dawn Annette Steinert is an investment advisor representative at J. W. Cole Advisors, Inc. and has been in the industry since 2010. Dawn has Series 65 registration and is registered with the state of Florida. She is also an owner/founder/advisor for Citypark Financial LLC. Dawn provides a variety of advisory services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Dawn's firm has a focus on providing investment advice to individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations.

Firm Information

Dawn Steinert 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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Dawn Steinert’s Registration & Firm History

FL

05/17/2019 - Present

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

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Licenses & Designations

IA

Issued 07/09/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dawn Annette Steinert.
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