Harry Dejesus Toro

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

• 08/2010 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2010 → Present
  Jonathan Roberts Advisory Group, Inc.
  Tampa, FL

Previous Registrations

• 2009-06-12 → 2010-09-01
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
• 2004-10-28 → 2009-10-10
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
  Saint Petersburg, FL
• 2004-03-04 → 2004-10-05
  Waddell & Reed
  St Petersburg, FL

Other Businesses

(1)A. DBA - TORO & ASSOCIATES WEALTH MANAGEMENT (APPROVED 2/23/2015) B. INVESTMENT RELATED C. 3963 1ST AVENUE SOUTH, ST. PETE, FL 33711 D. FINANCIAL SERVICES E. FINANCIAL ADVISOR F. 2/1/2013 G. 260 HRS/MONTH H. 125 TRADING HRS/MONTH I. FINANCIAL ADVICE (2)HARRY TORO/ FIXED INSURANCE/ INSURANCE BROKER OR AGENT/ INVESTMENT RELATED/ 4-5 HOURS PER MONTH. (3)BALANCED DIVORCE SOLUTION/ OWNER/ DIVISION OF ASSETS REVIEW ASSISTANCE/ INVESTMENT RELATED/ 10 HOURS PER MONTH (4) WELL PRODUCTIVITY/ CHEMICAL ENGINEERING/ 5% OWNER/ LOGISTICS AND PURCHASING / 3 HRS PER MONTH/2101 STARKEY RD, UNIT D6, LARGO, FL 33771

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-08-01