Nicole Letarte

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

• 08/2015 → 08/2022
  Lincoln Financial Advisors Corporation
  Irvine, CA
• 08/2022 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2022 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2017-03-06 → 2022-08-01
  Osaic Fa, Inc.
  Irvine, CA
  Orange, CA

Other Businesses

(1) Modern Wealth Design - DBA; Investment Related; 125 S. Olive Street, Orange, CA 92866; Financial Planning, Owner; Start 3/1/2017; 160 hr/mo, 160 hr/mo during trading. (2) Rental Property; Not investment related; 400 Elysian Blvd; Big Bear, CA 92314; AirBnB; Owner; Start 9/1/2021; 0 hr/mo. (3) Insurance; 125 S. Olive Street, Orange, CA 92866; Insurance; Financial Planner; Start 3/1/2017; 160 hr/mo, 160 hr/mo during trading.

Exams

• S66 Uniform Combined State Law Examination
  2017-01-30

Other Names

• Nicole Lujan
• Nicole Letarte
• Nicole Letarte