Jerry Ernest Todd

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

• 08/2016 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2016 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2013-11-08 → 2016-10-04
  Householder Group Estate & Retirement Specialists
  Albuquerque, NM
• 2013-12-19 → 2016-09-08
  Lpl Financial Llc
  Albuquerque, NM
  Albuquerque, NM
  San Diego, CA
• 2004-01-06 → 2013-12-03
  Engage Retirement, Llc
  Albuquerque, NM
• 2013-03-28 → 2013-11-13
  Householder Group Financial Advisors, Llc
  Albuquerque, NM
• 2003-01-27 → 2004-01-06
  Transamerica Financial Advisors, Inc.
  Albuquerque, NM

Other Businesses

(1) A) DBA: ENGAGE RETIREMENT B) INVESTMENT RELATED C) 1720 LOUISIANA BLVD NE, SUITE # 300, ALBUQUERQUE, NM D) INSURANCE, INDEX ANNUITIES, INVESTMENTS E) POSITION: ADVISOR F) START: 08/29/2016 G) 140 HRS/MO H) 140 TRADING HRS I) INSURANCE & INVESTMENT MANAGEMENT (2) A) JET INVESTMENTS, LLC B) INVESTMENT RELATED C) 11111 JORDAN AVE NE ALBUQUERQUE, NM 87122 D) REAL ESTATE HOLDING COMPANY FOR COMMERICAL OFFICE BUILDING E) MANAGING MEMBER F) 08/01/2019 G) 2 HRS PER MONTH H) 0 DURING TRADING HRS I) HANDLING BOOKS & RECORDS

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-03-14
• S66 Uniform Combined State Law Examination
  2003-01-09

Other Names

• Jerry Ernest Todd