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Zachary Ryan Daulton

J.w. Cole Financial, Inc.

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About Zachary Ryan Daulton

Zachary Ryan Daulton is a financial professional registered with the state of Florida. Zachary Ryan Daulton has been in the financial industry since January 19, 2020. Zachary Ryan Daulton is currently employed with J.w. Cole Financial, Inc. in Tampa, Florida. Zachary Ryan Daulton has passed the Series 66, Series 6TO and SIE exams. Prior to J.w. Cole Financial, Inc., Zachary Ryan Daulton was employed with J.P. MORGAN SECURITIES LLC in ST PETE BEACH, Florida.

Firm Information

Zachary Daulton is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

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.

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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Zachary Daulton’s Registration & Firm History

FL

11/24/2020 - Present

J.w. Cole Financial, Inc. (TAMPA FL)

FL

03/01/2019 - 01/03/2020

J.P. MORGAN SECURITIES LLC (ST PETE BEACH FL)

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Licenses & Designations

BOTH

Issued 09/17/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Ryan Daulton.
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