Matthew Gary Castine

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

• 01/2018 → 09/2019
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2018 → 09/2019
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2010 → 12/2017
  Paychex Inc
  West Henrietta, NY
• 07/2018 → 09/2019
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 09/2019 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 09/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2018-07-09 → 2019-09-20
  Cambridge Investment Research Advisors, Inc.
  Pittsford, NY

Other Businesses

(1) ENCOMPASS ADVISORS, INC. - DBA; INVESTMENT RELATED; 10 OFFICE PARK WAY, STE 300, PITTSFORD, NY 14534; Tax preparation and bookkeeping and Financial Advisor; I prepare and file Federal and State Tax returns for our clients. I have a registered PTIN and EFIN with the IRS as well as registered with NYS. Selling insurance products such as Life Insurance (7/17/24); Start 02/01/2019; 20 HR/MO DURING FEBTHROUGH APRIL, ALL OTHER MONTH 0-1 HOURS, HELP PREPARE TAXES AND SET UP APPOINTMENTS

Exams

• S66 Uniform Combined State Law Examination
  2018-07-03

Designations

• Certified Financial Planner