Isaac Wade Wright

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

• 06/2007 → Present
  Fdaa, Inc.
  Midlothian, VA
• 09/2010 → 04/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 04/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2010-09-01 → 2019-04-23
  Global Financial Private Capital, Inc.
  Chester, VA
  Sarasota, FL
  Midlothian, VA
• 2008-08-21 → 2010-09-01
  Redhawk Wealth Advisors, Inc.
  Chester, VA

Other Businesses

1) COMPANY: FINANCIAL DYNAMICS & Associates ADDRESS: 13537 WATERFORD PLACE, MIDLOTHIAN, VA 23112 POSITION: PRESIDENT DATES: 06/2007-PRESENT DUTIES: MEETING WITH CLIENTS IN ALL ASPECTS FROM REVIEWING THEIR POLICIES TO WRITING POLICIES, FINANCIAL PLANNING MEETINGS WITH CLIENTS COVERING A RANGE FINANCIAL, INVESTMENT, AND INSURANCE SOLUTIONS TO FIT CLIENT GOALS; HOURS: 50 TO 60 HOURS PER WEEK 2) COMPANY: WRIGHT ADVICE CONSULTING ADDRESS: 14312 Grey Goose Ct, Midlothian, VA 23114 POSITION: PRESIDENT DATES: 6/2013-PRESENT DUTIES: PROVIDE CONSULTING SERVICES TO FINANCIAL AND INSURANCE PROFESSIONALS TO IMPROVE THEIR PRACTICE. HOURS: 1% OF TIME SPENT

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-18

Designations

• Certified Financial Planner
• Chartered Financial Consultant