Andrew J Kinney

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

• 11/2009 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2009 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2008-08-27 → 2009-11-13
  Investment Advisors International, Inc.
  Northbrook, IL
  Chesterfield, MO

Other Businesses

(1) Independent Agent; Not investment related; 2 Colleen Dr, Edwardsville, IL 62025; Fixed insurance sales, including but not limited to Life, Health and LTC; Start 1/1/2010; 30 hours/month. (2) Aadvantage Insurance Group LLC; Insurance Agency; Not investment related; 78 S. Main Street, Glen Carbon, IL 62034; Independent Agent and LOA; Start 2/9/25; 25 hours/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-28
• S63 Uniform Securities Agent State Law Examination
  2008-07-24

Other Names

• Andrew Kinney