Pablo Ildefonso Balart

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

• 02/2016 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 02/2016 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2011-12-15 → 2016-03-05
  Transamerica Financial Advisors, Llc
  Sun City Center, FL
  Palm Harbor, FL
  Carmel, IN
  Palm Harbor, FL
  Port Richey, FL
• 2009-05-26 → 2011-11-17
  Next Financial Group, Inc.
  Venice, FL
  Palm Harbor, FL
• 2004-06-25 → 2009-05-29
  Qa3 Financial Llc
  Sun City Center, FL
  Clearwater, FL

Other Businesses

(1) BALART FINANCIAL LLC INSURANCE RELATED BUSINESS; NOT INVESTMENT RELATED; 2134 ALT 19,SUITE B, PALM HARBOR,FL34683; INSURANCE SALES; OWNER - START DATE 9/1/2005; 10 HRS PER MONTH, 5 HRS DURING TRADING. (2) DBA - BRIDGESPAN; DBA for BALART FINANCIAL, LLC; NOT INVESTMENT RELATED; 2134 ALT 19 N STE B, PALM HARBOR; START DATE 5/2009 - OWNER; ADMINISTRATOR AND TAX PREPARER-OFFER TAX PREP SERVICES; 20 HRS PER MONTH, 10 HRS DURING TRADING. (3) BALART PROPERTIES LLC; NOT INVESTMENT RELATED; 2134 ALT 19 N, PALM HARBOR, FL; REAL ESTATE MGT; OWNER - START DATE: 8/2014; 15HRS/MO, 0 HRS DURING TRADING. (4) Bridgespan Farms, Inc.; not investment related; 2134 Alt 19, Suite B, Palm Harbor, FL 34683 and 7113 1st Ave. S., St. Petersburg, FL 33707; start date 1/1/2021 - owner/VP of the corporation; management of rural farm property; 1 hour per month, 0 during trading. (5) Bridgespan Partners LLC; Accounting Bookeeping Taxes; Not investment related; 2134 Alt 19, Suite B, Palm Harbor, FL 34683; Strategist; Managerial, tax preparation and strategy consulting; Start 9/1/23; 8 hours/mo. during trading. (6) Crossfit GetSalty; Not investment related; 3785 Alt 19, Unit D, Palm Harbor, FL 34683; Fitness Gym; Owner; Marketing and vision, no day to day activities; Start 10/1/2023; 5 hrs./mo. during trading.

Exams

• S66 Uniform Combined State Law Examination
  2004-01-17

Other Names

• Pablo Balart