Jean Paulette Larsen

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

• 10/1994 → Present
  Jp Financial Center, Inc.
  Venice, FL
• 12/2015 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 12/2015 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2012-10-02 → 2015-11-04
  Questar Asset Management, Inc.
  Nokomis, FL
  Minneapolis, MN
• 2004-01-01 → 2012-09-10
  Cetera Advisors Llc
  Greenwood Village, CO
  Nokomis, FL
• 1998-01-15 → 2004-01-01
  Vestax Securities Corporation
  Venice, FL

Other Businesses

(1) JP FINANCIAL CENTER INC./DBA; 439 Mexicali Avenue, Venice FL 34293; INVESTMENT RELATED; NON VARIABLE FIXED INSURANCE; OWNER, SELLING FIXED INSURANCE / OFFICER/DIRECTOR; START DATE:2012; 5 HRS PER MONTH, HRS DURING TRADING. (2) A) TAX PREPARATION B) NON-INVESTMENT RELATED C) TAX PREP D) SOLE PROPRIETOR E) 1/27/2020 F) 4 HRS PER MONTH G) 0 DURING TRADING HRS (3) Notary; Not Investment Related; No Address; Notary; 0 hours/month during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-28
• S63 Uniform Securities Agent State Law Examination
  1986-01-14

Designations

• Certified Financial Planner