RF
Robert G. Fourman
J. W. COLE ADVISORS
Hightown, NJ
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CRD#: 2776014
RF
Professional summary
Robert Gene Fourman is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Hightown, New Jersey and J.W. COLE FINANCIAL, INC. located in Hightown, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Robert has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
(1) DBA - Acuity Financial Advisors; investment related; 320 North 3rd Street 6th Floor, Burlington IA 52601; DBA for investment and insurance business; start date 3/2014 - back office support associate/testing candidate for registration; 28 hours per month, all during trading. (2) Thrive; not investment related; 320 North 3rd Street 6th Floor, Burlington IA 52601; educator - start date 3/14/2014; software training; 40 hours per month, 40 hours during trading. (3) JWC Wealth Management; DBA; Financial Service Provider; Investment Related; 320 North 3rd Street, Burlington, IA 52601; Advisor; Provide retirement and advisory services; Start 11/15/24; 32.5 hours per month during trading hours. (4) Major League Sales; 11820 Tesson Ferry Rd, St Louis, MO; Not investment related; Software Consulting; Assist in the development of tax and retirement planning software; Start 6/15/25; 40 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Gene Fourman'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
June 1, 2021 - Present
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
Hightown, NJ
Current
April 19, 2021 - Present
J.W. COLE FINANCIAL, INC.
Office #2: 320 N. 3rd Street 6th Floor, Burlington, IA 52601BD
CRD#: 124583
Hightown, NJ
Past
October 9, 1996 - May 12, 1997
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 9, 1996 - May 12, 1997
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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
California(9/13/2022)
RR
Illinois(9/13/2022)
RR
Iowa(5/26/2021)
RR
Missouri(9/13/2022)
RR
New Jersey(5/26/2021)
IAR
New Jersey(6/1/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/19/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product 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.
