Marwan 'MArk' Yacoub Yacoub

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

• 05/2013 → Present
  J.W. Cole Financial, Inc.
  Carlsbad, CA
• 05/2013 → Present
  J. W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2007-10-26 → 2013-05-10
  Financial Advisers Of America, Llc
  Carlsbad, CA
  Carlsbad, CA
  San Diego, CA
  Carlsbad, CA
• 2003-08-28 → 2007-10-29
  Girard Securities, Inc.
  Carlsbad, CA
  San Diego, CA
• 1999-04-26 → 2003-09-02
  Sentra Securities Corporation
  San Diego, CA

Other Businesses

(1) A) FIXED INSURANCE - MEDICARE, HEALTH CARE, LONG TERM CARE, SUPPLEMENTAL INSURANCE B) AGENT WITH VARIOUS INSURANCE CARRIERS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-10
• S63 Uniform Securities Agent State Law Examination
  1992-01-23

Other Names

• Marwan Yacoub Yacoub