Christopher Bradley Milton

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

Previous Registrations

• 2008-10-01 → 2013-05-10
  Financial Advisers Of America, Llc
  Carlsbad, CA
  Fallbrook, CA
• 2002-06-14 → 2008-10-06
  Osaic Fs, Inc.
  Fallbrook, CA
• 1998-06-12 → 2004-03-18
  Independent Advisers Group Corp
  Fallbrook, CA

Other Businesses

(1) Milton Wealth Advisors - DBA; Not investment related; 28475 Old Town Front St, Ste D, Temecula, CA 92590; Insurance Agent; Selling fixed insurance; Start 9/30/2024; 0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-26
• S63 Uniform Securities Agent State Law Examination
  1992-03-06

Designations

• Certified Financial Planner