Jeffrey Steven Emmeluth

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

• 11/2014 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2014 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2007-10-09 → 2014-10-31
  Edward Jones
  Port St Lucie, FL
  St Louis, MO
  Jensen Beach, FL
  Port St Lucie, FL
• 2005-11-03 → 2007-09-26
  A. G. Edwards & Sons, Inc.
  Stuart, FL
  Stuart, FL

Other Businesses

(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

Exams

• S66 Uniform Combined State Law Examination
  2005-11-01