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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery David Joyce is an Investment Advisor Representative at J. W. Cole Advisors, Inc. Jeffery has been in the industry for over a decade and holds the Series 65 license. Jeffery has a strong background in financial services, having worked at various firms, including Elements Financial Federal Credit Union and Cross Financial Services. Jeffery is a specialist in providing financial planning and investment services to individuals and businesses. In addition to working for J. W. Cole Advisors, Inc. Jeffery is also the CFO of North Salem State Bank and North Salem Wealth Strategies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IN
06/28/2023 - Present
J. W. Cole Advisors, Inc. (Avon IN)
IA
Issued 01/31/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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