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John Keith Burdette

J. W. Cole Advisors, Inc.

Charleston, WV

Tampa, FL

CRD 4261059

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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:

Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2017-10-25
  • WV RA
    APPROVED
    Since 2017-10-25

Branch Locations

170 Court Street, Charleston, WV 25301 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
National Planning Corporation South Charleston WV 10/2008 10/2017
J.W. Cole Financial, Inc. Tampa FL 10/2017 Present
J.W. Cole Advisors, Inc. Tampa FL 10/2017 Present
  • 10/2008 → 10/2017
    National Planning Corporation
    South Charleston, WV
  • 10/2017 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 10/2017 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
  • 2008-10-29 → 2017-10-27
    National Planning Corporation
    Huntington, WV
    Charleston, WV
    Saint Albans, WV
    Beckley, WV
    Hungtington, WV
    Charleston, WV
    Hurrican, WV
    Buffalo, WV
    Arnoldsburg, WV
    Grantsville, WV
    Elizabeth, WV
    Glenville, WV
    Los Angeles, CA
    Charleston, WV
  • 2005-10-31 → 2008-11-10
    Osaic Services, Inc.
    South Charleston, WV
    South Charleston, WV
  • 2003-09-25 → 2005-10-31
    Sunamerica Securities, Inc.
    Charleston, WV
Other Businesses

BURDETTE & ASSOCIATES-NO-CHARLESTON, WV 25314-REAL ESTATE-PRESIDENT-7/2006-10/0 HRS-OWN RENTAL PROP;--- FOURTH AVE FINANCIAL -DBA-INVESTMENT RELATED-S CHARLESTON, WV 25314-INS SALES-MEMBER-11/5/08-160/160 HRS-FIXED INS, SALES; John Burdette- Author, 170 Court Street Charleston WV 25301, Author, Investment Related, Writer, 1/1/2014, 2 hours total, 0 during trading hours.---

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-22
S63 Uniform Securities Agent State Law Examination 2000-11-10
  • S66 Uniform Combined State Law Examination
    2003-09-22
  • S63 Uniform Securities Agent State Law Examination
    2000-11-10
Other Names
  • John Keith Burdette Ii

View on SEC IAPD

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