Steven Craig Serinsky

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2014 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2007-03-15 → 2014-11-11
  Edward Jones
  Palm City, FL
  Stuart, FL

Other Businesses

1) DBA - Craig Jeffries Wealth Management Group - 11/11/2014 - 1055 E Ocean Blvd, Stuart, FL 34996 2) Trustee - Serinsky Trust (Family) 3) Co-Trustee - Sandra Serinsky Trust 4) Bull and Bear Properties, LLC; non-investment related; 1055 SE Ocean Blvd., Stuart, FL 34996; Established for business and tax purposes and upkeep of building; Manager; Start date: 4/26/2021; 4 hours per month, 0 during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-03-03
• S63 Uniform Securities Agent State Law Examination
  2004-12-29

Other Names

• Steven Craig Serinsky
• Steven Craig Serinky