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Kelly Jordan Smith

J. W. Cole Advisors, Inc.

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About Kelly Jordan Smith

Kelly Jordan Smith is a registered investment advisor representative with J. W. Cole Advisors, Inc. Kelly has been in the financial services industry since 2021. Kelly has a Series 7TO, Series 66, and SIE. Kelly specializes in providing financial advice to individuals, businesses, charitable organizations, and high net worth individuals. Kelly is committed to providing clients with personalized financial advice that meets their individual needs. Kelly is also a life and health agent and is licensed to provide insurance services.

Firm Information

Kelly Smith 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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Kelly Smith’s Registration & Firm History

CA

04/11/2023 - Present

J. W. Cole Advisors, Inc. (Huntington Beach CA)

CA

05/24/2021 - 12/31/2021

J.W. COLE FINANCIAL, INC. (Huntington Beach CA)

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Licenses & Designations

BOTH

Issued 06/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/24/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Jordan Smith.
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