Peter Jesus Sagorski

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

• 08/2011 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2011 → Present
  Jonathan Roberts Advisory Group, Inc.
  Tampa, FL

Previous Registrations

• 2009-05-13 → 2011-12-07
  Independent Financial Partners
  Cocoa Beach, FL
• 2009-09-30 → 2009-12-18
  Lpl Financial Llc
  San Diego, CA
  Cocoa Beach, FL
• 2006-12-01 → 2009-04-28
  Banc Of America Investment Services, Inc.
  Titusville, FL
  Cocoa Beach, FL
• 2001-08-31 → 2006-12-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Merritt Island, FL
  Rockledge, FL

Other Businesses

PETER SAGORSKI/ FIXED INSURANCE/ INSURANCE BROKER OR AGENT/ INVESTMENT RELATED/ 5-25 HOURS PER MONTH / 5-25 HOURS PER MONTH DURING TRADING HOURS / AGENT APPOINTED WITH VARIOUS CARRIERS, SALES OF VARIOUS FIXED INSURANCE PRODUCTS INCLUDING BUT NOT LIMITED TO ANNUITIES, LIFE POLICIES, DISABILITY, LONG TERM CARE.

Exams

• S66 Uniform Combined State Law Examination
  2001-12-13
• S63 Uniform Securities Agent State Law Examination
  1999-04-23

Other Names

• Peter J Sagorski