Richard Noah Dunsford

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

• 06/2005 → 11/2017
  Invest Financial
  Tampa, FL
• 11/2017 → 06/2018
  Unemployed
  Safety Harbor, FL
• 06/2018 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 06/2018 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2007-03-02 → 2017-11-02
  Invest Financial Corporation
  Clearwater, FL
  Boise, ID
  Lenexa, KS
  Maitland, FL
  Trinity, FL
  Crystal River, FL
  Boca Raton, FL
  Appleton, WI

Other Businesses

1) Rich Dunsford; Not investment related; 506 5th Street South Safety Harbor, FL 34695; Insurance sales of fixed life and annuity products. No securities or investment advisory business conducted through this activity; Licensed insurance agent; Start 8/27/25; 5 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-27

Other Names

• Rich Dunsford