James Radney Pitts Ii

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

• 02/1987 → Present
  James R Pitts Dmd, Pa
  Dunedin, FL
• 02/2011 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL

Other Businesses

(1) JAMES R. PITTS II DMD PA / DENTAL PRACTICE MANAGEMENT CONSULTING / HELPING DENTISTS GROW AND IMPROVE THEIR PRACTICE / 8 HRS PER WEEK / ANNUAL INCOME $40,000 (2) PROFESSIONAL FINANCIAL STRATEGIES / S CORP. / INVESTMENT AND FIXED INSURANCE RELATED BUSINESS. (3) Dedicated Dental Solutions/ non investment related/ Referral Partner for Dental Consulting firm/ 2 hours per month during trading/ start date 6/1/2023 (4) POA for mother, not investment related

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-12-09
• S65 Uniform Investment Adviser Law Examination
  2011-01-14

Other Names

• James Pitts
• Jay Pitts