KF
Kevin G. Ford
J. W. COLE ADVISORS
Jupiter, FL 33458
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CRD#: 2992625
KF
Professional summary
Kevin Glenn Ford is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Jupiter, Florida and J.W. COLE FINANCIAL, INC. located in Jupiter, Florida.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Kevin has worked at 3 firms and has passed the Series 65, Series 63, 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) KEVIN FORD; INVESTMENT RELATED; 601 Heritage Drive, Suite 209, Jupiter, FL 33458; FIXED INSURANCE; AGENT; JANUARY 2010; 25 HRS/MONTH, 25 DURING TRADING HRS; SALES AND SERVICE; OFFICER. (2) OCEANSIDE WEALTH MANAGEMENT/OBA; 601 Heritage Drive, Suite 209, Jupiter FL 33458; INVESTMENT RELATED; FINANCIAL SERVICES; MANAGING PARTNER; START DATE: 01/01/2010; 150 HRS PER MONTH, 140 HRS DURING TRADING; DUTIES: FIN. PLANNING,INVESTMENTS,INSURANCE; OFFICER/DIRECTOR: YES. (3) SALE AND SOLICITATION OF LIFE AND HEALTH INSURANCE. 3HRS/MONTH. (4) OCEANSIDE WEALTH MANAGEMENT AND PLANNING CORP; NON-INVESTMENT RELATED; 601 Heritage Drive, Ste 209, JUPITER, FL 33458; START DATE: 9/1/20; S CORP FOR TAX FILING; PRESIDENT; NO COMPENSATION; LESS THAN 1 HOUR PER MONTH, NONE DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Glenn Ford'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 25, 2010 - Present
J. W. COLE ADVISORS, INC.
Office #1: 601 Heritage Drive Suite 225, Jupiter, FL 33458RIA
CRD#: 112294
Jupiter, FL
Current
January 11, 2010 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 601 Heritage Drive Suite 209, Jupiter, FL 33458BD
CRD#: 124583
JUPITER, FL
Past
July 13, 2006 - January 12, 2010
EDWARD JONES
RIA
CRD#: 250
TEQUESTA, FL
Past
January 22, 1998 - January 12, 2010
EDWARD JONES
BD
CRD#: 250
TEQUESTA, FL
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
Arizona(1/5/2017)
RR
Colorado(1/5/2017)
RR
Florida(1/11/2010)
IAR
Florida(1/25/2010)
RR
Georgia(1/5/2017)
RR
Iowa(3/19/2018)
RR
Kentucky(7/25/2017)
RR
Michigan(1/6/2017)
RR
Missouri(1/11/2010)
RR
Nebraska(1/27/2017)
RR
New York(1/5/2017)
RR
North Carolina(1/10/2017)
RR
Ohio(1/4/2017)
RR
Pennsylvania(11/15/2024)
RR
South Carolina(2/5/2025)
RR
Texas(5/6/2016)
Exams
State Security Law Exam
State Security Law Exam
General 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.
