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Edward Leonard Fredericks

J. W. Cole Advisors, Inc.

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About Edward Leonard Fredericks

Edward Leonard Fredericks is a financial professional with over 30 years of experience in the securities industry. Edward has been active in the industry since April 1983, and is currently a registered representative with J. W. Cole Advisors, Inc.. Previously, Edward worked with First Allied Securities, Inc., FFP Securities, Inc. and Pruco Securities Corporation. Edward is a licensed securities agent in several states, and holds the Series 6, Series 63 and SIE licenses. Edward's area of expertise is in providing financial planning, portfolio management, and investment advice. He is a specialist in working with individuals and businesses.

Firm Information

Edward Fredericks 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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Edward Fredericks’s Registration & Firm History

CT

02/03/2017 - Present

J. W. Cole Advisors, Inc. (Glastonbury CT)

CT

05/30/2008 - 01/31/2017

FIRST ALLIED SECURITIES, INC. (GLASTONBURY CT)

CT

04/10/1995 - 05/30/2008

FFP SECURITIES, INC. (GLASTONBURY CT)

NJ

02/19/1983 - 02/02/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 12/15/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Edward Leonard Fredericks. Review regulatory record here.
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