Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Julian Wood has been in the financial services industry since May 1999 and is currently registered as a Registered Representative and Investment Advisor Representative with J. W. Cole Advisors, Inc. Robert Julian Wood has been with this firm since April 1999. Robert Julian Wood is registered in 29 states and has held a variety of licenses and registrations throughout his career including Series 4, 7, 24, 28, 63, and 65. Robert Julian Wood provides investment advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations. Robert Julian Wood is also a partner in Dash-Wealth, JWC Wealth Management, and JWC Wealth Partners.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
10/25/2002 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
05/19/1999 - 09/04/2003
JONATHAN ROBERTS FINANCIAL GROUP, INC. (TAMPA FL)
IA
Issued 10/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2003
Series 4 - Registered Options Principal Examination
BC
Issued 07/15/2002
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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