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Michael Robert Majhanovich

J. W. Cole Advisors, Inc.

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About Michael Robert Majhanovich

Michael Majhanovich is a financial advisor with over 35 years of experience in the industry. Michael is currently registered with J. W. Cole Advisors, Inc. in Wyoming. Michael has been involved in the financial services industry since 1988 and has held previous roles with Morgan Stanley Smith Barney, LPL FINANCIAL LLC, and Citigroup Global Markets Inc. Michael provides financial planning, portfolio management, and educational seminars to clients. Michael is also involved in a number of business ventures, including Wyoming Wealth Management and Michael Majhanovich, Inc.

Firm Information

Michael Majhanovich 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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Michael Majhanovich’s Registration & Firm History

WY

07/14/2023 - Present

J. W. Cole Advisors, Inc. (Rock Springs WY)

WY

11/11/2011 - 07/17/2023

LPL FINANCIAL LLC (ROCK SPRINGS WY)

WY

06/01/2009 - 11/18/2011

MORGAN STANLEY SMITH BARNEY (ROCK SPRING WY)

WY

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (ROCK SPRING WY)

WY

06/03/2005 - 04/02/2007

MORGAN STANLEY DW INC. (ROCK SPRING WY)

NY

07/31/1993 - 06/20/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

07/18/1988 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/09/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/1988

Series 3 - National Commodity Futures Examination

BC

Issued 05/21/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Robert Majhanovich.
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