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Michael Todd Fels

J. W. Cole Advisors, Inc.

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About Michael Todd Fels

Michael Todd Fels is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with J. W. Cole Advisors, Inc. and has also previously worked at Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Michael is a Series 7, Series 9, Series 63 and Series 65 licensed advisor. Michael provides financial planning, investment management, portfolio management, and educational seminars.

Firm Information

Michael Fels 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 Fels’s Registration & Firm History

FL

02/22/2019 - Present

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

FL

07/18/2008 - 11/20/2018

WELLS FARGO CLEARING SERVICES, LLC (CLEARWATER FL)

FL

04/22/2002 - 07/29/2008

CITIGROUP GLOBAL MARKETS INC. (CLEARWATER FL)

MO

06/15/1998 - 05/08/2002

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 07/26/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/19/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Michael Todd Fels. Review regulatory record here.
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