Jacob G Reinhardt

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

• 04/2016 → 09/2018
  Scottrade, Inc
  Bloomington, MN
• 02/2018 → 12/2022
  Td Ameritrade, Inc.
  Plymouth, MN
• 02/2018 → 12/2022
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 12/2022 → 04/2024
  Charles Schwab And Co., Inc.
  Edina, MN
• 04/2024 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2022-01-26 → 2024-05-06
  Charles Schwab & Co., Inc.
  St. Paul, MN
  Schaumburg, IL
  Edina, MN
• 2018-02-26 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Plymouth, MN
  St. Paul, MN
  Edina, MN
• 2018-02-27 → 2022-10-14
  Td Ameritrade, Inc.
  Wayzata, MN
  St. Paul, MN
  Schaumburg, IL
  Edina, MN
• 2017-01-25 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2015-12-24 → 2016-03-15
  Northwestern Mutual Investment Services, Llc
  Minnetonka, MN

Other Businesses

(1) Luebeck Geisler Hamm Wealth Management, Inc.; DBA; Investment Related; 7400 Metro Blvd, #475, Edina MN 55439; Financial Advisor; Financial Planning, Asset Management and Risk Mitigation through insurance; Start 4/22/2024; 200 hours/month; 200 hours/month during trading. (2) MEG Wealth Management; Wealth Management; Investment Related; 4200 Terrace Lane, Minnetonka, MN 55305; Wealth Advisor/Life, Accident and health Insurance Agent; Tax pass through entity; Start 5/31/24; 200 hours/month.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-22

Designations

• Certified Financial Planner

Other Names

• Jacob G Reinhardt