Steven Patrick Ford

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

• 12/2009 → 08/2020
  Fcg Advisors Llc
  Chatham, NJ
• 08/2020 → 04/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2020 → 04/2021
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 04/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 04/2021 → Present
  Ford Fowler Wealth Management
  New Providence, NJ
• 04/2021 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL

Previous Registrations

• 2020-09-24 → 2021-05-04
  Cambridge Investment Research Advisors, Inc.
  Chatham, NJ
• 2016-06-20 → 2020-12-31
  Fcg Wealth Management, Llc
  Chatham, NJ
• 2011-01-21 → 2016-03-23
  Fcg Advisors, Llc
  Chatham, NJ
  Chatham, NJ
• 2004-06-02 → 2009-12-04
  Securian Financial Services, Inc.
  Parsippany, NJ
  Parsippany, NJ
• 2003-06-16 → 2005-06-06
  Langdon Ford Financial
  East Hanover , NJ
• 2002-06-20 → 2004-06-16
  Ws Griffith Securities, Inc.
  E Hanover, NJ

Other Businesses

(1) DBA - Ford Fowler Wealth Management; investment related; member - start date 4/12/2021; wealth management; 430 Mountain Av, Ste 400, New Providence, NJ 07974; 200 hours per month, 120 hours during trading. (2) Five Corners, LLC; not investment related; partner - start date 1/1/2010; 1 Main Street Suite 202A Chatham, NJ 07928; bookkeeping & payroll for staff; 1 hour per month, 0 during trading. (3) DROF Enterprises LLC; not investment related; partner - start date 1/1/2005; 114 Beechwood Road Summit, NJ 07901; family LLC, no activity; 0 hours per month. (4) Loving the Bad Man; not investment related; silent limited partner - start date 2012; 114 Beechwood Road Summit, NJ 07901; start up film; no activity; 0 hours per month. (5) R-Deal Holdings LLC; not investment related; silent limited partner - start date 2008; 114 Beechwood Road Summit, NJ 07901; real estate LLC; no activity; 0 hours per month. (6) Excision Bio Therapeutics; not investment related; silent limited partner - start date 2014; 114 Beechwood Road Summit, NJ 07901; HIV therapy research; no activity; 0 hours per month. (7) Way of Life Athletics; not investment related; silent limited partner - start date 2014; 114 Beechwood Road Summit, NJ 07901; apparel; no activity; 0 hours per month. (8) Bluestone Lane Coffee; not investment related; silent limited partner - start date 2015; 114 Beechwood Road Summit, NJ 07901; food & beverage; no activity; 0 hours per month. (9) Summit Mens Lacrosse Alumni Association; not investment related; board member - start date 2008; 114 Beechwood Road Summit, NJ 07901; boys high school lacrosse; no activity; 0 hours per month. (10) Summit Area YMCA Emeritus Board; not investment related; board member - start date 2010; 114 Beechwood Road Summit, NJ 07901; YMCA; no activity; 0 hours per month. (11) Hollston Group LLC; Real Estate; Not Investment Related; 1805 Route 35 S, Pt. Pleasant Beach, NJ; Silent Partner; Start 9/1/23; 0 hours spent.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-05-13

Other Names

• Steven Patrick Ford