Geoffrey H Hoatson

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

• 06/2021 → 12/2021
  Concourse Financial Group Securities Inc (Pna Proequities, Inc)
  Orlando, FL
• 09/2009 → Present
  Family First Firm
  Orlando, FL
• 12/2021 → 09/2022
  Mariner Platform Solutions
  Orlando, FL
• 12/2021 → Present
  Growing Legacies
  Orlando, FL
• 04/2023 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2021-12-07 → 2022-09-30
  Mariner Independent
  Orlando, FL
• 2021-07-16 → 2021-12-16
  Concourse Financial Group Securities, Inc.
  Orlando, FL
  Orlando, FL
  Orlando, FL

Other Businesses

(1) Family First Firm; Not investment related; 1030 W. Canton Ave, Suite 102, Winter Park, FL 32789; CEO and Founding Attorney; Lead elder law and estate planning attorney, Chief Executive Officer duties; Start 1/2/23; 120 hours/month during trading. (2) Growing Legacies; DBA; Investment Related; 1901 W Colonial Drive, Orlando, FL 32804; Investment/Insurance; Investment Advisor; Start 6/16/2021; 160 hours/month, 160 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-15

Other Names

• Geoff Hoatson
• Geoffrey Hoatson