Trevor Olaf Johnson

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

• 10/2015 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 10/2015 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2009-06-12 → 2015-10-12
  Edward Jones
  St Louis, MO
  La Vista, NE
  Omaha, NE
  La Vista, NE

Other Businesses

(1) A) LIGHT HELMETS B) INVESTMENT RELATED: NO C) 5670 EL CAMINO REAL STE C, CARLSBAD, CA 92008 D) SPORTS EQUIPMENT E) TITLE / POSITION: PRODUCT INTRODUCTION F) START DATE: 5/19/2025 G) 1 HOUR PER MONTH H) 1 HOUR PER MONTH DURING TRADING HOURS I) INTRODUCING LIGHT FOOTBALL HELMET TO ATHLETES (2) Trevor Johnson Wealth Management, Investment Related; 11235 Davenport St., Suite 109, Omaha NE 68154; Investment Services; Financial Advisor; Start 9/8/25; 200 hours/month during trading

Exams

• S66 Uniform Combined State Law Examination
  2009-05-28