Damon Augustine Palestra

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

• 04/2017 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/1999 → Present
  Palestra Financial
  Tampa, FL
• 01/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) Palestra Financial; DBA; Investment Related; 1904 Duck Slough Blvd, Trinity, FL 34655; Owner/Financial Advisor, Insurance Agent; Start 7/16/2023; 250 hrs./mo., 150 hrs./mo. during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-12
• S63 Uniform Securities Agent State Law Examination
  2023-10-03