Eric Randall Jones

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

• 01/2012 → Present
  J. W. Cole Advisors, Inc.
  Tampa, FL
• 01/2012 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL

Previous Registrations

• 2007-10-10 → 2012-01-19
  Edward Jones
  Papillion, NE
  Papillion, NE
  St Louis, MO

Other Businesses

1) AMERICAN LEGION CORNHUSKER BOYS STATE B) NOT INVESTMENT RELATED C) LINCOLN, NE D) NON PROFIT CAMP E) BOARD MEMBER F) OCTOBER 2010 G) 5 HRS/MONTH H) 0 DURING TRADING I) VOTING BOARD MEMBER 2) A) SELF B) INVESTMENT RELATED C) 11235 Davenport St. Suite 109, Omaha, NE 68154 & 312 E 7TH ST LOGAN, IA 51546 D) FIXED INSURANCE E) JANUARY 2012 F) AGENT G) 8 HRS/MONTH H) 8 DURING TRADING I) SALES AND SERVICE J) OFFICER 3) A. DBA: VISTA WEALTH GROUP (ADDED 4/06/2015) - TRADE NAME FOR JONES CAPITAL MANAGEMENT, LLC

Exams

• S66 Uniform Combined State Law Examination
  2007-09-27

Other Names

• Eric Jones