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Gregory T Jack

J. W. Cole Advisors, Inc.

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About Gregory T Jack

Gregory T. Jack is a financial advisor with J. W. Cole Advisors, Inc. located in Tampa, FL. Gregory is a registered investment advisor representative. Gregory has been in the industry for over 3 years. Gregory is also registered with the state of Florida and several other states. Prior to working at J.W. Cole Advisors, Gregory worked at Park Avenue Securities LLC and AXA Advisors, LLC.

Firm Information

Gregory Jack 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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Gregory Jack’s Registration & Firm History

FL

04/13/2022 - Present

J. W. Cole Advisors, Inc. (Lakewood Ranch FL)

FL

01/31/2020 - 04/18/2022

PARK AVENUE SECURITIES LLC (LAKEWOOD RANCH FL)

FL

11/25/2019 - 01/06/2020

AXA ADVISORS, LLC (TAMPA FL)

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Licenses & Designations

BOTH

Issued 06/07/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 09/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory T Jack.
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