Robert Gene Fourman

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

• 03/2014 → Present
  Acuity Financial
  Burlington, IA
• 04/2016 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) DBA - Acuity Financial Advisors; investment related; 320 North 3rd Street 6th Floor, Burlington IA 52601; DBA for investment and insurance business; start date 3/2014 - back office support associate/testing candidate for registration; 28 hours per month, all during trading. (2) Thrive; not investment related; 320 North 3rd Street 6th Floor, Burlington IA 52601; educator - start date 3/14/2014; software training; 40 hours per month, 40 hours during trading. (3) JWC Wealth Management; DBA; Financial Service Provider; Investment Related; 320 North 3rd Street, Burlington, IA 52601; Advisor; Provide retirement and advisory services; Start 11/15/24; 32.5 hours per month during trading hours. (4) Major League Sales; 11820 Tesson Ferry Rd, St Louis, MO; Not investment related; Software Consulting; Assist in the development of tax and retirement planning software; Start 6/15/25; 40 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-17
• S63 Uniform Securities Agent State Law Examination
  1996-10-15