Jerry Halstead

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

• 10/1995 → Present
  Self Employed
  Rockwall, TX
• 04/2016 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2017 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

1) A) INSURANCE B) INVESTMENT RELATED: NO C) ADDRESS: SAME AS BRANCH D) TITLE/POSITION: INSURANCE AGENT E) START DATE:4/2016 F) 4 HRS PER MONTH G) 0 DURING TRADING H) INSURANCE AGENT/NON-VARIABLE INSURANCE SALES I) OFFICER/DIRECTOR:NO J) CLIENTS INVOLVED:NO 2) A)JERRY HALSTEAD B) INVESTMENT RELATED: NO C) ADDRESS: SAME AS BRANCH D) RENTAL PROPERTIES E) TITLE/POSITION: MANAGER F) START DATE: 4/2016 G) 4 HRS PER MONTH H) 0 DURING TRADING I) DEAL WITH TENANT ISSUES J) OFFICER/DIRECTOR: NO K) CLIENTS INVOLVED: NO 3) A)JERRY HALSTEAD B) INVESTMENT RELATED: NO C) ADDRESS: SAME AS BRANCH D) ACTING E) TITLE/POSITION: ACTOR F) START DATE: 4/2016 G) 10 HRS PER MONTH H) 0 DURING TRADING I) OFFICER/DIRECTOR: NO J) CLIENTS INVOLVED: NO

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-07
• S63 Uniform Securities Agent State Law Examination
  1982-04-14