Jeffrey Scott Cole

Current Employers

Cole Investment Advisors, Inc.

Portage, MI • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2010-02-10

MI RA
APPROVED

Since 2010-02-10

Branch Locations

Portage, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cole Investment Advisors, Inc.	Portgage	MI	05/1999	Present
Cole Gavlas Pc Formerly Cole & Company, P.C.	Portage	MI	01/1994	Present
Azo Properties, L.L.C.	Portage	MI	10/2003	12/2017
Kruggel, Lawton & Co., Llc	South Bend	IN	06/2024	Present

05/1999 → Present

Cole Investment Advisors, Inc.

Portgage, MI
01/1994 → Present

Cole Gavlas Pc Formerly Cole & Company, P.C.

Portage, MI
10/2003 → 12/2017

Azo Properties, L.L.C.

Portage, MI
06/2024 → Present

Kruggel, Lawton & Co., Llc

South Bend, IN

Other Businesses

NOT INVESTMENT RELATED: COLE GAVLAS HOLDINGS, LLC LOCATED IN SAME OFFICE AS REGISTRANT. ZERO TIME INVOLVED. (DOES NOT OFFER SERVICES TO THE PUBLIC). AT TIMES, JEFFREY COLE MAY ACT AS THE REGISTERED AGENT IN MICHIGAN FOR VARIOUS NON-AFFILIATED BUSINESS ENTITIES. IN SUCH CASES, MR. COLE IS NOT INVOLVED WITH THE DAY-TO-DAY OPERATIONS OF THESE ENTITIES AND HAS NO OWNERSHIP OF THESE FIRMS. THIS SERVICE DOES NOT INVOLVE ANY TIME DURING MARKET HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-11-14

S65 Uniform Investment Adviser Law Examination

2001-11-14

Designations

View on SEC IAPD