Jeffry Stephen Cole

Current Employers

Team Wealth & Tax Advisors

40395 Winchester Road Suite A, Temecula, CA 92591 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-10-26
CA	RA	APPROVED	2020-07-10

TX RA
APPROVED_RES

Since 2021-10-26
CA RA
APPROVED

Since 2020-07-10

Branch Locations

40395 Winchester Road Suite A, Temecula, CA 92591 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jeffry S Cole Inc. Dba Teamtax	Temecula	CA	09/2013	Present
Team Financial Group, Llc Dba Team Wealth & Tax Advisors	Temecula	CA	05/2020	Present
Ae Wealth Management, Llc	Topeka	KS	05/2017	10/2020
Team Financial Group, Llc Dba Team Financial & Insurance Service	Temecula	CA	05/2020	12/2024
Jeffry S. Cole Ii Dba Jsc Financial	Temecula	CA	07/2022	Present

09/2013 → Present

Jeffry S Cole Inc. Dba Teamtax

Temecula, CA
05/2020 → Present

Team Financial Group, Llc Dba Team Wealth & Tax Advisors

Temecula, CA
05/2017 → 10/2020

Ae Wealth Management, Llc

Topeka, KS
05/2020 → 12/2024

Team Financial Group, Llc Dba Team Financial & Insurance Service

Temecula, CA
07/2022 → Present

Jeffry S. Cole Ii Dba Jsc Financial

Temecula, CA

Previous Registrations

2017-05-04 → 2020-10-29

Ae Wealth Management, Llc

Temecula, CA

Other Businesses

1. TEAMTAX. NON-INVESTMENT RELATED. 40395 WINCHESTER RD, SUITE A, TEMECULA, CA 92591. TAX PREPARATION, PLANNING, AND IRS RESOLUTIONS. TAX PREPARER. START DATE 8/2013. 120 hours a week / 80 hours a week during trading, during tax season Feb-April. 8 hours a week from May through January. 2. Jeffry S. Cole dba JSC Financial; investment related; Temecula, CA. Pass through entity for income from TeamTax, Team Financial Group, LLC and insurance trail commissions from prior sold policies, started 07/2022.