Eugene West

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

• 05/2016 → 10/2017
  Signator Investors, Inc.
  St. Petersburg, FL
• 11/2017 → 03/2018
  Homemaker
  St. Petersburg, FL
• 03/2018 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 03/2018 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2016-05-13 → 2017-11-22
  Signator Investors, Inc.
  St. Petersburg, FL
• 1998-01-08 → 2016-05-13
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  St. Petersburg, FL
  St. Petersburg, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-01-31

Other Names

• Gene West
• Eugene West
• Eugene West
• Eugene West