David Jon Seibel

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

• 01/2010 → Present
  Ags Financial Services Llc
  Middletown, NJ
• 01/2014 → 04/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 04/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2014-01-27 → 2019-04-24
  Global Financial Private Capital, Inc.
  Matawan, NJ
  Sarasota, FL

Other Businesses

(1) AGS AURORA FINANCIAL SERVICES, LLC, 6 Wexford Drive, Hilton Head, SC 29928, SINCE 1/2010, MANAGING PARTNER OF FIRM THAT IS FINANCIAL PLANNING & ADVISORY, LIFE INSURANCE AND ANNUITIES - AGS AURORA IS FULL TIME AND INVESTMENT ADVISORY WILL BE ADDED TO MY PRACTICE. (2) CO-TRUSTEE AND EXECUTOR FOR FATHER'S ESTATE; START DATE: 8/21/2021. (3) Atlas Advisors LLC; Investment Advisory; Investment Related; 1 East Broad St, Ste 560, Bethlehem, PA 18018; Investment Advisor (IAR); Start 4/1/26.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-21

Designations

• Chartered Financial Consultant