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Don Wesley Salter

J. W. Cole Advisors, Inc.

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About Don Wesley Salter

Don Wesley Salter is a financial professional with over 25 years of experience in the industry. Don is registered with J. W. Cole Advisors, Inc. and has been with the firm since 2014. Don specializes in providing financial planning, investment management and hourly & fixed rate consulting services for individuals and businesses. Prior to joining J. W. Cole Advisors, Inc., Don was a registered representative with LPL Financial LLC and J.W. COLE FINANCIAL, INC. Don has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Don Salter 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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Don Salter’s Registration & Firm History

LA

07/20/2018 - Present

J. W. Cole Advisors, Inc. (SHREVEPORT LA)

LA

11/03/2016 - 07/30/2018

LPL FINANCIAL LLC (SHREVEPORT LA)

LA

07/01/2014 - 11/22/2016

J.W. COLE FINANCIAL, INC. (Shreveport LA)

LA

05/30/2008 - 07/02/2014

FIRST ALLIED SECURITIES, INC. (SHREVEPORT LA)

LA

02/23/1994 - 05/30/2008

FFP SECURITIES, INC. (SHREVEPORT LA)

NJ

05/11/1992 - 02/03/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

05/11/1992 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 12/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/1998

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 05/08/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Don Wesley Salter. Review regulatory record here.
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