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Terrence L Judy

J. W. Cole Advisors, Inc.

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About Terrence L Judy

Terrence L. Judy is a registered investment advisor representative with J. W. Cole Advisors, Inc. Terrence has been in the financial services industry since 2014 and holds the Series 6, Series 63, and Series 65 licenses. Terrence is also a registered representative for the firm in Pennsylvania. In addition to working with J. W. Cole Advisors, Inc., Terrence is a course presenter for pghretirementcourses.com and a board member for First Evangelical Free Church and Champion Christian Center. Terrence's specialties include financial planning, portfolio management for individuals and businesses, educational seminars and selection of other advisors.

Firm Information

Terrence Judy 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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Terrence Judy’s Registration & Firm History

PA

04/16/2019 - Present

J. W. Cole Advisors, Inc. (White Oak PA)

PA

08/30/2018 - 04/18/2019

G.F. INVESTMENT SERVICES, LLC (WHITE OAK PA)

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Licenses & Designations

BC

Issued 01/09/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/24/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terrence L Judy.
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