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Kelly Jean Weaver

J.w. Cole Financial, Inc.

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About Kelly Jean Weaver

Kelly Weaver is a financial professional with over 20 years of experience in the industry. Kelly has a strong background in securities and investment company products. Kelly currently holds a Series 6, 7, and 63 license, and the SIE exam. Kelly has been employed by J.w. Cole Financial, Inc. since 2015. Previously, Kelly worked at firms such as INFINEX INVESTMENTS, INC., CETERA ADVISOR NETWORKS LLC, PARK AVENUE SECURITIES LLC and GUARDIAN INVESTOR SERVICES CORPORATION. Kelly is registered in Pennsylvania.

Firm Information

Kelly Weaver 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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Kelly Weaver’s Registration & Firm History

FL

07/15/2015 - Present

J.w. Cole Financial, Inc. (TAMPA FL)

PA

06/01/2015 - 06/17/2015

INFINEX INVESTMENTS, INC. (Ephrata PA)

PA

10/10/2014 - 05/29/2015

CETERA ADVISOR NETWORKS LLC (EPHRATA PA)

NY

05/03/1999 - 02/14/2000

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

12/05/1996 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/04/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2014

Series 7 - General Securities Representative Examination

BC

Issued 12/03/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Jean Weaver.
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