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Leonard Martin Rhoades

J. W. Cole Advisors, Inc.

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About Leonard Martin Rhoades

Leonard Rhoades is an Investment Advisor Representative with J. W. Cole Advisors, Inc. Leonard is registered to provide investment advice in Michigan. Leonard has over 20 years of experience in the financial services industry. Leonard is a Series 63 and Series 65 licensed professional. In addition to working as an Investment Advisor Representative, Leonard also provides insurance services. Leonard is located in Grand Rapids, MI and is associated with the J. W. Cole Advisors, Inc. branch office located in Grand Rapids, MI.

Firm Information

Leonard Rhoades 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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Leonard Rhoades’s Registration & Firm History

MI

04/17/2019 - Present

J. W. Cole Advisors, Inc. (Grand Rapids MI)

NJ

03/15/2007 - 01/03/2012

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)

MI

09/06/2002 - 01/05/2007

WOODBURY FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)

CA

09/30/1998 - 08/08/2002

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 06/18/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leonard Martin Rhoades.
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