Jonathan Sheehan

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

• 04/2013 → 05/2020
  Fidelity Investments
  Merrimack, NH
• 07/2021 → 04/2022
  Charles Schwab & Co., Inc.
  St. Petersburg, FL
• 07/2021 → 04/2022
  Charles Schwab Bank, Ssb
  St. Petersburg, FL
• 06/2020 → 06/2021
  Unemployed
  Peabody, MA
• 03/2022 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 03/2022 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2021-07-26 → 2022-04-18
  Charles Schwab & Co., Inc.
  St. Petersburg, FL
  Tampa, FL

Other Businesses

(1) Myriad Capital; 6750 North Andrews Avenue, Ste 200, Fort Lauderdale, FL 33309; Investment Related; Business Consultant; Giving educational seminar; Start 10/16/24; 5 hours/month during trading hours. (2) Jonathan Sheehan; Not investment related; 201 4th St S, #226, St. Petersburg, Florida 33701; Fixed Annuity Sales; Agent; Start 9/23/25; 1 hour/month during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-09-13

Designations

• Certified Financial Planner

Other Names

• Jonathan David Sheehan