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Wesley Christopher Reed

J. W. Cole Advisors, Inc.

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About Wesley Christopher Reed

Wesley Christopher Reed is a financial advisor at J. W. Cole Advisors, Inc. Wesley has been in the financial industry for over 18 years, and has a strong track record of success. He specializes in providing financial planning and investment management services to individuals, families, and businesses. Wesley has a commitment to building long-term relationships with clients, and he is dedicated to helping them reach their financial goals. He is a licensed Registered Representative and Investment Advisor Representative, and holds Series 7, 66 and SIE licenses. Wesley is committed to providing his clients with the highest level of service and expertise.

Firm Information

Wesley Reed 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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Wesley Reed’s Registration & Firm History

FL

12/01/2020 - Present

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

FL

11/04/2004 - 10/14/2020

AMERIPRISE FINANCIAL SERVICES, LLC (CLERMONT FL)

MN

11/04/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/17/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Wesley Christopher Reed. Review regulatory record here.
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