Scott Christopher Jackson

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

• 10/2014 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 10/2014 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2011-07-25 → 2015-02-13
  Platinum Wealth Partners
  Tampa, FL
• 2009-06-01 → 2010-04-08
  Morgan Stanley
  Tampa, FL
• 2006-10-30 → 2009-06-01
  Citigroup Global Markets Inc.
  Tampa, FL
• 2004-11-18 → 2006-10-23
  Morgan Stanley Dw Inc.
  Tampa, FL
  Tampa, FL

Other Businesses

1) A. SALE OF FIXED INSURANCE PRODUCTS B. 4301 ANCHOR PLAZA PARKWAY SUITE 450B, TAMPA, FL 33634 C) FINANCIAL ADVISOR D. 10/2014 E) INVESTMENT RELATED F) 4-20 HRS/MONTH G) 2-10 HRS/MONTH DURING TRADING HOURS H) NON OFFICER/DIRECTOR POSITION I) OVERSEE/RECOMMEND IDEAS/SERVICE POLICIES 2) A. KASE WEALTH ADVISORS, LLC B. FINANCIAL C. INVESTMENT RELATED D. 160 HRS/MONTH E. NON OFFICER POSITION F. NO CLIENT INVOLVEMENT G. $0/YR H. FOUNDER, MANAGING DIRECTOR

Exams

• S66 Uniform Combined State Law Examination
  2004-11-02

Other Names

• Scott Jackson
• Scott Christopher Jackson
• Scott C Jackson
• Scott C Jackson