Curtis Lee Yourkievitz

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

• 02/2009 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 02/2009 → Present
  J.W. Cole Advisory, Inc
  Tampa, FL

Previous Registrations

• 2008-04-11 → 2008-05-12
  Njr Investment Advisory, Inc.
  Tampa, FL
• 2006-10-18 → 2008-04-17
  Transamerica Financial Advisors, Llc
  Tampa, FL
  Tampa, FL
  Saint Petersburg, FL
  Oldsmar, FL
  Clearwater, FL

Other Businesses

(1) FIXED/INDEXED INSURANCE; 40 HRS/MONTH. (2) Scouting America (Formerly Boy Scouts of America); Not Investment Related; 1325 W Walnut Hill Lane, Irving TX, 75038; Boy Scouts (Camping, Meetings, etc); Assistant Scout Master; Start 1/1/2021; 0 hours/month during trading. (3) Vanhorenbeck Financial Group; DBA; 3001 Countryside Boulevard, Clearwater FL 33761;

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-02
• S63 Uniform Securities Agent State Law Examination
  2005-01-31

Designations

• Certified Financial Planner

Other Names

• Curtis Lee Yourkievitz