Danny Thomas Ossi

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

• 12/2010 → Present
  Ossi Consulting Engineer, Inc.
  Tampa, FL
• 04/2011 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2011 → Present
  Jonathan Roberts Advisory Group, Inc.
  Tampa, FL

Previous Registrations

• 2009-04-21 → 2011-04-08
  Raymond James Financial Services Advisors, Inc
  Tampa, FL
• 2007-05-08 → 2009-10-10
  Raymond James Financial Services, Inc.
  St Petersburg, FL
  Tampa, FL
• 1996-03-21 → 2007-04-16
  Raymond James & Associates, Inc.
  Tampa, FL
  Tampa, FL

Other Businesses

1. SEVEN PALMS HOME OWNERS ASSOCIATION - TAMPA, FL. PRESIDENT - 0 HOURS WEEKLY, 0 DURING TRADING HOURS. NOT INVESTMENT RELATED. 2. RENTAL PROPERTY / 0 HOURS PER WEEK / ANTICIPATED ANNUAL INCOME: $21,600 / NON-INVESTMENT RELATED 3. A) FIXED LIFE INSURANCE B. 1 HR/MONTH C. NON COMPANY/OFFICER POSITION D. NO CLIENT INVOLVEMENT 4. A) D/B/A OSSI FINANCIAL B) INVESTMENT RELATED C) 1810 S MACDILL AVE STE 5 D) FINANCIAL PLANNING E) FINANCIAL ADVISOR F) APRIL 2011 G) 160 HOURS PER MONTH / DURING TRADING HOURS 5. TOMA, LLC - INVESTMENT RELATED - 1810 S MACDILL AVE SUITE 5 TAMPA, FL 33629 - LLC WITH BROTHERS TO MANAGE PROPERTY - 7/15/19 - 1 HR PER MONTH - NONE DURING TRADING HRS

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-03-29

Other Names

• Danny Ossi