Kevin Mark Nast

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

• 05/2016 → 01/2018
  Signator Investors, Inc.
  Northville, MI
• 01/2018 → 11/2021
  Triad Advisors
  Norcross, GA
• 01/2018 → 11/2021
  Continuum Advisory, Llc
  Eagle, ID
• 11/2021 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2018-01-24 → 2021-11-30
  Continuum Advisory, Llc
  Northville, MI
  Eagle, ID
  Plymouth, MI
• 2016-05-13 → 2018-01-29
  Signator Investors, Inc.
  Allentown, PA
  N Chesterfield, VA
  Northville, MI
• 2010-07-16 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Northville, MI
  Richmond, VA
  Northville, MI
  Northville, MI

Other Businesses

1) NastGroup Financial; Investment related; 3250 Kumamoto Lane, Naples, FL 34114; IAR; owner/president; Start 1/20/2015;160 hrs/mo, 0 during trading. 2) Western Reserve Life; Investment Related; 3250 Kumamoto Lane, Naples, FL 34114; Insurance; Investment Adviser Representative, financial services; Start 1/2002; 4 hr/mo, 4 hrs/mo during trading.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-14
• S63 Uniform Securities Agent State Law Examination
  1996-04-04