Juan Carlos Mansilla

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

• 09/2009 → Present
  Win Team Insurance Services, Inc. Dba Win Team Advisory Services
  Irvine, CA
• 08/2007 → Present
  Nextgen Financial
  Irvine, CA
• 12/2008 → 11/2019
  First Allied Securities, Inc
  San Diego, CA
• 11/2019 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 07/2018 → Present
  Juan Mansilla, Sole Proprietor
  Irvine, CA

Previous Registrations

• 2008-12-10 → 2010-02-02
  First Allied Securities, Inc.
  San Diego, CA
  Henderson, NV
  Irvine, CA
• 2005-03-22 → 2008-12-09
  Sii Investments, Inc.
  Lake Forest, CA
  Lake Forest, CA

Other Businesses

1. NEXTGEN FINANCIAL, NON-INVESTMENT RELATED, 560 WALD IRVINE CA 92618, HOLDING COMPANY, TAX/BILL PAY ENTITY, PRESIDENT, 08/31/2007, 4 HOURS PER MONTH DEVOTED, 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS, SET UP TO HOLD COMMISSIONS AND PAY BUSINESS EXPENSES. 2.JUAN C MANSILLA, INSURANCE AGENT, INVESTMENT RELATED, 560 WALD IRVINE CA 92618, OFFER INSURANCE, INSURANCE AGENT, 07/08/2018, 0 HOURS PER MONTH DEVOTED, 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS, I AM AN INSURANCE AGENT 3. WIN-TEAM ADVISORY SERVICES/INSURANCE SERVICES - DBA, INVESTMENT RELATED, 560 WALD IRVINE, CA 92618, OFFER INVESTMENT ADVICE, ADVISORY REPRESENTATIVE, 02/01/2008, 60 HOURS DEVOTED PER MONTH, 60 HOURS DEVOTER PERMONTH DURING SECURITIES TRADING HOURS, TO OFFER INVESTMENT ADVICE 4. J.W. Cole Financial, Inc.; Tampa, FL; Investment Related; Registered Representative; Started 11/2019; Broker/Dealer Product Sales and Supervision; 10% of time spent. 5. J.W. Cole Advisors, Inc.; Tampa, FL; Investment Related; Investment Advisor Representative; Started 11/2019; Investment Advisory Services; 50% of time spent.

Exams

• S66 Uniform Combined State Law Examination
  2005-02-04

Designations

• Certified Financial Planner

Other Names

• Juan Mansilla