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Jerry Halstead

J. W. Cole Advisors, Inc.

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About Jerry Halstead

Jerry Halstead has been in the financial services industry since 1982. Currently, Jerry is a registered representative with J. W. Cole Advisors, Inc. based in Tampa, FL, and holds a Series 6, 7, 24, 26, 63, and 65 license.

Firm Information

Jerry Halstead 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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Jerry Halstead’s Registration & Firm History

FL

04/06/2017 - Present

J. W. Cole Advisors, Inc. (TAMPA FL)

FL

01/27/2006 - 05/03/2016

QUESTAR CAPITAL CORPORATION (SEMINOLE FL)

FL

10/01/1999 - 12/31/2005

SIGMA FINANCIAL CORPORATION (MADEIRA BEACH FL)

AZ

10/08/1997 - 08/31/1999

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

TX

06/07/1996 - 10/16/1997

RUSHMORE SECURITIES CORPORATION (DALLAS TX)

TN

11/01/1995 - 06/07/1996

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

MI

01/01/1995 - 11/27/1995

COMERICA SECURITIES (DETROIT MI)

WI

12/05/1994 - 11/01/1995

FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)

NA

11/07/1994 - 01/01/1995

COMERICA FINANCIAL SERVICES, INC.

FL

07/15/1992 - 12/13/1994

MARINER FINANCIAL SERVICES, INC. (LARGO FL)

CO

04/14/1992 - 08/06/1992

CONSOLIDATED INVESTMENT SERVICES, INC. (LITTLETON CO)

SD

03/13/1990 - 03/30/1992

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

GA

04/13/1982 - 02/02/1990

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 02/07/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/14/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/1994

Series 24 - General Securities Principal Examination

BC

Issued 12/17/1985

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/1994

Series 7 - General Securities Representative Examination

BC

Issued 04/12/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerry Halstead.
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