Ronald Matthew Hoyle

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

• 08/2005 → 01/2017
  Independent Insurance Sales
  Dunlap, IL
• 01/2011 → 01/2017
  H. Beck, Inc.
  Rockville, MD
• 01/2017 → 03/2017
  Guardian Life Insurance Company Of America
  Peoria, IL
• 01/2017 → 03/2017
  Park Avenue Securities
  Peoria, IL
• 04/2017 → 08/2017
  Park Avenue Securities
  Peoria, IL
• 08/2017 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2017 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 08/2017 → 12/2022
  Integrated Investment Systems Inc.
  Tomball, TX
• 09/2020 → Present
  Core Integrated Wealth, Inc.
  Tomball, TX

Previous Registrations

• 2017-10-06 → 2019-12-31
  Integrated Investment Systems Inc.
  Peoria, IL
• 2017-01-31 → 2017-09-12
  Park Avenue Securities Llc
  Reston, VA
  Peoria, IL
• 2014-02-06 → 2017-02-23
  Grove Point Investments, Llc
  Rockville, MD
  Peoria, IL

Other Businesses

(1) Identity protection; I sign my clients up for Identity protection through Identity shield. at there request; Start: 01/31/2017; Address: 994 Village Square Drive Bldg. 2 Unit C & D, Tomball, TX 77375; 5 hours/month; Not investment related. (2) Insurance not from Guardian or PAS; Insurance business with companies other than Guardian or PAS when required by the clients situation; Start: 01/31/2017; Address: 994 Village Square Drive Bldg. 2 Unit C & D, Tomball, TX 77375; Hrs per month - Tot/Bus: 20/10; Investment related. (3) DBA - CORE Integrated Wealth, Inc.; investment related; Owner - start date 10/10/2022, 994 Village Square Drive Bldg 2, Suite C Tomball, Texas 77375, DBA for Financial Planning, Securities, Proprietary onboarding systems & Tax Services; 120 hours per month during trading hours. (4) Right to Bear; Self Defense Benefits; Not investment related; 1680-B Lake Murray Blvd, Columbia, SC 29212; Not investment related; Partner/Customer; Present brochures in our office, explain benefits if client is interested, help sign them up for membership; Start 7/15/2024; 2 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-05
• S63 Uniform Securities Agent State Law Examination
  2010-06-21

Other Names

• Ron Hoyle