Kevin Glenn Ford

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

• 01/2010 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2010 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2006-07-13 → 2010-01-12
  Edward Jones
  Stuart, FL

Other Businesses

(1) KEVIN FORD; INVESTMENT RELATED; 601 Heritage Drive, Suite 209, Jupiter, FL 33458; FIXED INSURANCE; AGENT; JANUARY 2010; 25 HRS/MONTH, 25 DURING TRADING HRS; SALES AND SERVICE; OFFICER. (2) OCEANSIDE WEALTH MANAGEMENT/OBA; 601 Heritage Drive, Suite 209, Jupiter FL 33458; INVESTMENT RELATED; FINANCIAL SERVICES; MANAGING PARTNER; START DATE: 01/01/2010; 150 HRS PER MONTH, 140 HRS DURING TRADING; DUTIES: FIN. PLANNING,INVESTMENTS,INSURANCE; OFFICER/DIRECTOR: YES. (3) SALE AND SOLICITATION OF LIFE AND HEALTH INSURANCE. 3HRS/MONTH. (4) OCEANSIDE WEALTH MANAGEMENT AND PLANNING CORP; NON-INVESTMENT RELATED; 601 Heritage Drive, Ste 209, JUPITER, FL 33458; START DATE: 9/1/20; S CORP FOR TAX FILING; PRESIDENT; NO COMPENSATION; LESS THAN 1 HOUR PER MONTH, NONE DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-11
• S63 Uniform Securities Agent State Law Examination
  1998-01-23