Trevor Michael Endres

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

• 08/2021 → 12/2021
  R Philip Sarnecki
  Leawood, KS
• 08/2017 → 05/2021
  Student
  Columbia, MO
• 08/2013 → 07/2017
  Student
  Kirkwood, MO
• 06/2021 → 08/2021
  Unemployed
  Glendale, MO
• 05/2020 → 07/2020
  Aflac
  Jefferson City, MO
• 10/2020 → 12/2020
  Integrity Marketing
  Columbia, MO
• 05/2019 → 04/2021
  Two Men And A Truck
  Columbia, MO
• 12/2021 → 11/2022
  Northwestern Mutual Investment Services Llc
  Leawood, KS
• 12/2021 → 11/2022
  R Sarnecki
  Leawood, KS
• 07/2021 → 07/2021
  Wells Fargo
  St Louis, MO
• 11/2022 → 07/2024
  Concorde Investment Services, Llc
  Ann Arbor, MI
• 02/2023 → 07/2024
  Concorde Asset Management
  Ann Arbor, MI
• 08/2024 → 06/2026
  Fisher Investments
  Tampa, FL
• 07/2026 → Present
  J. W. Cole Advisors, Inc.
  Tampa, FL
• 07/2026 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL

Previous Registrations

• 2024-08-13 → 2026-07-01
  Fisher Investments
  Tampa, FL
  Plano, TX
• 2023-02-21 → 2024-07-22
  Concorde Asset Management, Llc
  Ann Arbor, MI

Exams

• S66 Uniform Combined State Law Examination
  2023-02-16

Other Names

• Trevor Endres
• Trevor Endres