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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Jack is a financial advisor with over 11 years of experience in the industry. Jennifer is registered with J. W. Cole Advisors, Inc. in Lakewood Ranch, Florida. She is a Series 6 and Series 63 licensed representative and holds the Series 65 license as well. Jennifer's areas of specialization include financial planning, portfolio management for individuals, and portfolio management for businesses. She is also registered as an Investment Advisor Representative with the state of Florida. Jennifer's firm J. W. Cole Advisors, Inc. provides a range of services to individuals, businesses, and institutions.
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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2
FL
04/13/2022 - Present
J. W. Cole Advisors, Inc. (Lakewood Ranch FL)
FL
01/31/2020 - 04/04/2022
PARK AVENUE SECURITIES LLC (TAMPA FL)
NJ
05/17/2018 - 06/21/2019
ADP BROKER-DEALER, INC. (ROSELAND NJ)
IA
Issued 03/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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