Jason Michael Laux

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

• 06/2013 → 04/2019
  Gf Investment Services, Llc
  Sarasota, FL
• 07/2013 → 04/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 07/2013 → Present
  Synergy Financial
  White Oak, PA
• 04/2019 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2013-08-21 → 2019-04-23
  Global Financial Private Capital, Inc.
  Mckeesport, PA
  Sarasota, FL
  White Oak, PA

Other Businesses

(1) Synergy Group, Inc.; DBA; Investment Related; 1967 Lincoln Way, White Oak, PA 15131; Owner/President; Run day to day operations/HR for Synergy Group; Start 7/2013; 40 hours/month during trading. (2) pghretirementcourses.com- OBA and DBA/ Non-investment Related/ Course Presenter and Website Admin/ Since Feb 2023/ 0 trading hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-21
• S63 Uniform Securities Agent State Law Examination
  2002-04-11