Best Investors
Account
Sign in
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-01-07 |
Branch Locations
1055 East Ocean Blvd., Stuart, FL 34996 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 11/2014 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 11/2014 | Present |
(1) FIXED INSURANCE,LONG TERM CARE INSURANCE,FIXED AND INDEXED ANNUITIES,LIFE INSURANCE. (2) CRAIG JEFFRIES WEALTH MANAGEMENT GROUP, LLC ; 1055 EAST CEAN BLVD, STUART FL, 34994; MANAGING PARTNER ; Start 10/2014; INVESTMENT RELATED; FINANCIAL & INVESTMENT SERVICES; 200 HRS/MONTH, 160 HRS/MONTH DURING TRADING HOURS ; COMPANY OFFICER/DIRECTOR POSITION (3) BULL AND BEAR PROPERTIES, LLC; NON-INVESTMENT RELATED; 1055 SE OCEAN BLVD., STUART, FL 34996; OWNS OFFICE BUILDING AND ESTABLISHED FOR BUSINESS AND TAX PURPOSES; MANAGER; START DATE: 4/26/2021; 4 HOURS PER MONTH, 0 DURING TRADING; UPKEEP OF BUILDING, PAY TAXES (4) United Way of St. Lucie and Okeechobee Counties; Fund raising not for profit that gives money to needy people and organizations in the community; 4800 S US Highway 1 Fort Pierce, FL 34982; Not investment related; Position: Board Member; Start Date: 6/1/2023; 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-01 |
Reach out to this advisor