Jeffry Stephen Cole

Current Employers

Employment History

• 01/1995 → 04/2023
  Jeffry S Cole Financial & Insurance Services
  Temecula, CA
• 06/2016 → 10/2020
  Ae Wealth Management, Llc
  Topeka, KS
• 05/2020 → Present
  Team Financial Group, Llc Dba Team Wealth & Tax Advisors
  Temecula, CA
• 01/2003 → Present
  Jeffry S Cole Inc. Dba Teamtax
  Temecula, CA
• 07/2016 → 10/2018
  Countryside Insurance Services Inc.
  Temecula, CA
• 11/2017 → 12/2024
  Team Financial Group, Llc Dba Team Financial & Insurance Service
  Temecula, CA
• 02/2012 → Present
  Cole Legacy Partners, Dba Cole Legacy Properties Llc
  Temecula, CA

Previous Registrations

• 2016-06-28 → 2020-10-29
  Ae Wealth Management, Llc
  Temecula, CA
• 2013-09-26 → 2016-07-08
  Global Financial Private Capital, Inc.
  Temecula, CA
  Sarasota, FL
• 2009-02-25 → 2010-10-15
  Avantax Advisory Services
  Temecula, CA
• 2006-10-10 → 2009-03-05
  Next Financial Group, Inc.
  Temecula, CA
  Temecula, CA

Other Businesses

1) JEFFRY S. COLE INC. DBA TEAMTAX; 40395 WINCHESTER RD, SUITE A, TEMECULA, CA 92591; NON-INVESTMENT RELATED; TAX SERVICES; TAX ACCOUNTANT-CEO; START DATE 01/1990; APPROX: 120 hours a week / 80 hours a week during trading, during tax season Feb-April. 20 hours a week from May through January. ; TAX PREP, PLANNING, IRS RESOLUTIONS. (2) COLE LEGACY PARTNERS, DBA COLE LEGACY PROPERTIES LLC; 40395 WINCHESTER RD, SUITE A, TEMECULA, CA 92591; NON-INVESTMENT RELATED; COMMERCIAL PROPERTY; PARTNER; APPROX 8 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; MANAGEMENT OWNERSHIP AND MANAGEMENT OF COMMERCIAL PROPERTY.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-01-31

Designations

Other Names

• Jeffry Stephen Cole
• Jeffry Stephen Cole
• Jeffry S Cole