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Donna Lynn Dupre

J. W. Cole Advisors, Inc.

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About Donna Lynn Dupre

Donna Lynn Dupre is a financial advisor with J. W. Cole Advisors, Inc. Donna has been in the financial industry since 2016 and holds a Series 7, SIE and Series 66. Donna is registered in New Jersey and has experience in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Donna also holds a license as an insurance agent in New Jersey and works as a Senior Manager for Mark Scordato & Associates. Donna's focus is on providing financial advice to individuals and families. She is committed to helping her clients achieve their financial goals.

Firm Information

Donna Dupre 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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Donna Dupre’s Registration & Firm History

NJ

04/22/2019 - Present

J. W. Cole Advisors, Inc. (Parsippany NJ)

NJ

10/10/2016 - 04/18/2019

G.F. INVESTMENT SERVICES, LLC (PARSIPPANY NJ)

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Licenses & Designations

BOTH

Issued 01/11/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Donna Lynn Dupre. Review regulatory record here.
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