Eric Brian Smith

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

• 03/2011 → Present
  J.W. Cole Financial
  Tampa, FL
• 02/2014 → Present
  J.W. Cole Advisors, Inc
  Tampa, FL

Other Businesses

(1) INDEPENDENT INSURANCE AGENT (DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE) 2 SECURITIES TRADING HOURS WEEKLY, 2 NON SECURITIES TRADING HOURS WEEKLY, START DATE 5/1998 (2) JACKSONVILLE JAYCEES COMMUNITY FOUNDATION - BOARD OF DIRECTORS / COMMUNITY SERVICE / RAISING MONEY AND VOTING ON HOW IT IS SPENT / 15 MINUTES PER WEEK / NO COMPENSATION (3)SMITH FINANCIAL GROUP; DBA; SOLE PROPRIETORSHIP; Investment Related; 4117 Shoal Creek Lane E, Jacksonville FL 32225 (4) JACKSON POLICE & FIRE PENSION FUND; ONE WEST ADAMS STREET, STE 100, JACKSONVILLE, FL 32202; INVESTMENT RELATED; CHAIRMAN; PENSION FUND; START MARCH 2016; 4 HRS PER MONTH, 4 HRS DURING TRADING; PROVIDE ADVICE TO BOARD OF TRUSTEES. (5) Jacksonville Police & Fire Pension Fund; Investment Related; 1 West Adams Street, Suite 100; Jacksonville, FL 32202; Board of Trustees; Approval of annual fund audit and actuary report, deciding on disability and retirement applications from plan members, investing assets in the plan in accordance with the plan's investing policy statement, approving investment recommendations from plan's investment consultants; Start6/30/2024; 3 hours/month during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-01-24

Designations

• Certified Financial Planner

Other Names

• Brian Smith
• Eric B Jr Smith
• Eric Brian Smith
• E Brian Smith
• Eric Brian Smith