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James Fleurimond

J.w. Cole Financial, Inc.

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About James Fleurimond

James Fleurimond is a financial advisor at J.w. Cole Financial, Inc., located in Wauwatosa, WI. James has been in the industry since December 8, 2015 and is registered with FINRA and 15 states. James is a Series 6 and Series 63 licensed professional. James's current registration began on December 5, 2018. Prior to joining J.w. Cole Financial, Inc. James was registered with Northwestern Mutual Investment Services, LLC, from December 9, 2015, to December 10, 2018.

Firm Information

James Fleurimond is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

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.

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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James Fleurimond’s Registration & Firm History

WI

12/05/2018 - Present

J.w. Cole Financial, Inc. (Wauwatosa WI)

WI

12/09/2015 - 12/10/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GERMANTOWN WI)

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Licenses & Designations

BC

Issued 02/20/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Fleurimond.
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