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Sean Michael Burr

J. W. Cole Advisors, Inc.

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About Sean Michael Burr

Sean Burr is a financial professional with over 18 years of experience in the industry. Sean currently works for J. W. Cole Advisors, Inc., a firm with over 400 advisors and $5.7 Billion in assets under management. Prior to this role, Sean worked for J.P. Turner & Company, L.L.C. and National Planning Corporation. Sean's areas of expertise include financial planning, portfolio management, and selection of other advisors. Sean's goal is to help clients achieve their financial goals through personalized advice and strategies.

Firm Information

Sean Burr 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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Sean Burr’s Registration & Firm History

FL

08/01/2014 - Present

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

CA

06/17/2013 - 08/08/2014

J.P. TURNER & COMPANY, L.L.C. (WESTLAKE VILLAGE CA)

CA

10/27/2005 - 06/18/2013

NATIONAL PLANNING CORPORATION (WESTLAKE VILLAGE CA)

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Licenses & Designations

BOTH

Issued 01/31/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sean Michael Burr. Review regulatory record here.
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