Jack Lee Fugate

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

• 02/1998 → Present
  Tower Hill Insurance Group
  Gainesville, FL
• 10/1998 → Present
  The Variable Annuity Marketing Company
  Tampa, FL
• 11/1998 → Present
  Valic Investment Services Company
  Winter Park, FL
• 05/2006 → Present
  J.W. Cole Financial, Inc
  Gainesville, FL
• 01/2009 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 1999-01-14 → 2006-05-12
  Valic Financial Advisors, Inc.
  Gainesville, FL

Other Businesses

1) Fixed insurance; investment related; agent - start date 5/2006; 5200 W. NEWBERRY RD GAINESVILLE, FL 32607; sales & service of fixed insurance products; 40 hours per month, all during trading. 2) DBA - Cornerstone Financial Group; investment related; 5200 W. Newberry Road Suite 7 Gainesville FL 32607.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-13