Jeffery Cole

Employer firm

Daline Wealth Management, LLC CRD 343058

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → 06/2022
  Pfs Investments Inc.
  Brentwood, TN
• 04/2021 → 06/2022
  Primerica Financial Services
  Brentwood, TN
• 10/2015 → 06/2025
  Huskey Truss And Building Supply, Inc.
  Franklin, TN
• 01/2017 → 12/2019
  Self (Wholestepslife.cOm)
  Oswego, NY
• 01/2017 → 12/2019
  Self (Lakeontariocandleco.cOm)
  Oswego, NY
• 01/2017 → 12/2019
  Self (Pure)
  Oswego, NY
• 07/2022 → Present
  Terra Wealth Management, Llc
  Nashville, TN
• 06/2026 → Present
  Daline Wealth Management, Llc
  Clarksville, TN
• 06/2025 → Present
  Carter-Jones Companies, Inc.
  Clarksville, TN

Previous Registrations

• 2022-07-26 → 2026-08-13
  Terra Wealth
  High Point, NC
  Nashville, TN

Other Businesses

1) CARTER-JONES COMPANIES, INC., NON-INVESTMENT RELATED, FRANKLIN, TN. 37064, MANUFACTURING AND SALES, STRUCTURAL DESIGN ENGINEER, 6/2025, APPX. 160 HRS/MNTH, DESIGN OF FOUNDATION, FLOOR, WALL AND ROOF SYSTEMS THROUGH BUILDING OF 3-D COMPUTER MODELS. 2) TERRA WEALTH MANAGEMENT, LLC, INVESTMENT RELATED, CLARKSVILLE, TN. 37040, REGISTERED INVESTMENT ADVISOR, INVESTMENT ADVISOR REPRESENTATIVE, 7/2022; APPX. 20 HOURS PER MONTH; ON A TEMPORARY AND TRANSITIONAL BASIS, MR. COLE WILL BE DUALLY REGISTERED WITH TERRA WEALTH MANAGEMENT, LLC AS HE WORKS TO TRANSITION CLIENTS TO DALINE WEALTH MANAGEMENT, LLC 3) INSURANCE SALES; SAME ADDRESS; NON-INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH 4) AUTHOR, NON-INVESTMENT RELATED, 3705 WINDHAVEN COURT, CLARKSVILLE, TN. 37040, AUTHOR/SPEAKER, 07/2017, APPX 30 HRS/MNTH, MARKETING OF BOOKS, INFORMATION PRODUCTS, AND SPEAKING EVENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-07
• S63 Uniform Securities Agent State Law Examination
  2022-03-29

Designations

• Chartered Financial Consultant

Other Names

• Jeffery Dale Cole