Fernando Fussa Ocasio

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

• 12/2015 → 10/2020
  Robus Capital Partners Llc
  San Juan, PR
• 09/2015 → 10/2020
  Pacific Capital Corp
  San Juan, PR
• 10/2020 → 04/2022
  Ifp Securities, Llc
  Tampa, FL
• 10/2020 → 04/2022
  Independent Financial Partners
  Tampa, FL
• 04/2022 → 04/2025
  Calton & Associates, Inc.
  Tampa, FL
• 05/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2022-04-19 → 2025-04-28
  Calton & Associates, Inc.
  Tampa, FL
  Tampa, FL
• 2020-10-12 → 2022-04-18
  Independent Financial Partners
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2019-09-30
• S63 Uniform Securities Agent State Law Examination
  1995-07-08

Other Names

• Fernando Fussa
• Fernando Fussa