HT
Howard D. Timberlake
J. W. COLE ADVISORS
GAINESVILLE, FL 32606
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CRD#: 2544007
HT
Professional summary
Howard Darrell Timberlake, who also goes by Darrell Timberlake, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Gainesville, Florida and J.W. COLE FINANCIAL, INC. located in Gainesville, Florida.
Howard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Howard has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Darrell Timberlake
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.
(1) DBA: CORNERSTONE FINANCIAL GROUP AS OF 3/2006(FORMERLY: CONSOLIDATED FINANCIAL PLANNING 7/1999 TO 2006) /INVESTMENT RELATED / OWNER/PRESIDENT/ DOING BUSINESS AS (DBA) COMPANY/MARKETING NAME/ CORPORATION (2) H. DARRELL TIMBERLAKE/ FIXED INSURANCE/ INSURANCE BROKER OR AGENT/ INVESTMENT RELATED/ 20-40 HOURS PER MONTH. (3) TIMBERLAKE PRESERVES LLC/ NON-INVESTMENT RELATED/ TOURS/ TOUR GUIDANCE/ 0 HOURS DURING TRADING. (4) A) BULL & BEAR INVESTMENTS B) NOT INVESTMENT RELATED C) 5200 W NEWBERRY RD STE C GAINESVILLE, FL 32607 D) 8/19/2008 E) PRESIDENT F) LESS THAN 1 HOURS PER MONTH G) LESS THAN 1 HOUR PER MONTH DURING TRADING HOURS H) OFFICE PROPERTY
CRS (Client Relationship Summary) - RIA
Click below to view Howard Darrell Timberlake's 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®
NoneExperience
Current
January 2, 2003 - Present
J. W. COLE ADVISORS, INC.
Office #1: 5200 W Newberry Road Building C, Gainesville, FL 32606RIA
CRD#: 112294
GAINESVILLE, FL
Current
September 5, 2003 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 5200 W Newberry Road Building C, Gainesville, FL 32607BD
CRD#: 124583
Gainesville, FL
Past
September 24, 2002 - September 5, 2003
JONATHAN ROBERTS FINANCIAL GROUP, INC.
BD
CRD#: 46285
TAMPA, FL
Past
August 20, 2001 - September 13, 2002
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
OCALA, FL
Past
July 11, 1999 - September 13, 2002
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
DALLAS, TX
Past
May 18, 1998 - June 14, 1999
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
October 17, 1994 - May 20, 1998
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alabama(6/11/2015)
RR
Arizona(5/22/2018)
RR
California(10/16/2013)
IAR
Florida(1/2/2003)
RR
Florida(9/30/2003)
RR
Georgia(9/5/2003)
RR
Kentucky(4/2/2014)
RR
Michigan(2/22/2022)
RR
Nevada(6/8/2005)
RR
New York(2/11/2005)
RR
North Carolina(7/14/2016)
RR
Oklahoma(3/5/2018)
RR
Pennsylvania(11/25/2008)
RR
South Carolina(4/3/2025)
RR
Tennessee(3/25/2022)
RR
Texas(6/11/2015)
IAR
Texas(10/22/2025)
RR
Virginia(6/28/2017)
RR
Washington(1/22/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Gainesville, FL 32606TRUST BUT VERIFY
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