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JQ

Jeffrey A. Quinn

J.W. COLE FINANCIAL
Wilimington, NC
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CRD#: 1249696
JQ

Professional summary


Jeffrey Alan Quinn is a registered financial professional currently at J.W. COLE FINANCIAL, INC. located in Wilimington, North Carolina.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1984. Jeffrey has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Jeffrey Alan Quinn's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 2, 2015 - Present

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
Wilimington, NC
Past

September 12, 2014 - December 31, 2014

STONEX SECURITIES INC.

BD
CRD#: 18456
WILMINGTON, NC
Past

January 3, 2006 - September 12, 2014

WRP INVESTMENTS, INC.

BD
CRD#: 7365
WILMINGTON, NC
Past

April 16, 2004 - December 31, 2005

GIRARD SECURITIES, INC.

BD
CRD#: 18697
WILMINGTON, NC
Past

September 24, 1990 - April 19, 2004

MAIN STREET MANAGEMENT COMPANY

BD
CRD#: 547
BOSTON, MA
Past

August 15, 1988 - September 27, 1990

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

March 20, 1985 - September 6, 1988

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
Past

April 11, 1984 - January 1, 1985

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/2/2015)
RR
Colorado
(1/2/2015)
RR
Connecticut
(1/2/2015)
RR
Florida
(1/2/2015)
RR
Georgia
(1/2/2015)
RR
Massachusetts
(1/2/2015)
RR
Montana
(1/2/2015)
RR
New Hampshire
(1/2/2015)
RR
New Jersey
(6/12/2020)
RR
New York
(1/2/2015)
RR
North Carolina
(1/2/2015)
RR
Oklahoma
(5/16/2025)
RR
Pennsylvania
(1/2/2015)
RR
Rhode Island
(1/2/2015)
RR
South Carolina
(1/2/2015)
RR
Tennessee
(11/6/2024)
RR
Vermont
(1/2/2015)
RR
Virginia
(1/2/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 4/16/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


JC
J.W. COLE FINANCIAL, INC.
J.W. COLE FINANCIAL, INC.

CRD#: 124583 / SEC#: , 8-65698

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
4301 Anchor Plaza Parkway 4th Floor, Tampa, FL 33634
Phone number
(813) 935-6776
Established
Florida since 10/14/2002
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JWC WEALTH PARTNERSOWNER
FUSSA OCASIO, FERNANDOCFO/FINOP2471569
LOFGREN, KURT WALKERCHIEF COMPLIANCE OFFICER3048472
PACK, TODD JAMESCHIEF OPERATING OFFICER2795590
WEST, EUGENEDESIGNATED MUNICIPAL PRINCIPAL/ROSFP2059974
WOOD, ROBERT JULIANTREASURER/SECRETARY/GP/CEO3217809

Disclosures


Regulatory Event1
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


J.W. COLE FINANCIAL, INC.

CRD#: 124583Wilimington, NC

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