Jason M. Cole
FULL COURT STRATEGIC WEALTH
Mount Laurel, NJ 08054
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CRD#: 3211818
Professional summary
Jason M Cole, CFP® is a registered financial advisor currently at FULL COURT STRATEGIC WEALTH, LLC located in Mount Laurel, New Jersey.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jason has worked at 4 firms and has passed the Series 65 exam.
Biography
Solo practitioner with over 30 years of related accounting and financial services experience. Having worked at a multi-billion dollar fee-only investment advisory for over two decades, I am able to work with a diverse clientele who seek sound and objective investment advice and tailored financial planning expertise. Having studied and practiced accounting, I believe proper tax planning is crucial to the success of any financial plan and integral in developing and implementing an appropriate investment allocation. Managing assets is not as fulfilling to me as is helping people understand how to take control of and play a crucial role in managing their overall personal finances. If you want to be a big fish in a small yet relatively inclusive pond, maybe the bait on my fishing rod is worth taking. As far as how I charge my clients I am flexible in my fee structure as I work with my clients to determine if a flat AUM percentage, a quarterly retainer and/or other fee structures are most appropriate for each tailored client's personal financial situation.
Question & Answer
What are your service offerings?
Debt Management
Investment Planning
Tax Planning
Divorce Planning
Estate Planning
Inheritance
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Divorce Planning
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Professional Athletes or Enter...
Tax Planning
What is your minimum asset requirement?
100K
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.
OFF COURT MANAGEMENT GROUP, LLC CONSULTING; FULL SERVICE BUSINESS MANAGEMENT PRESIDENT 8/21/2019 15-20 HOURS/WEEK FOUNDER, ALL ASPECTS INCLUDING BILL PAY, ASSISTING WITH ENDORSEMENTS, REVIEWING CONTRACTS, COORDINATING TAX WITH HOLDINGS. INSURANCE AGENT, LIFE AND HEALTH, 11/2025
CRS (Client Relationship Summary) - RIA
Click below to view Jason M Cole'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®
CFP®
Start date: 2005
Experience
Current
July 28, 2020 - Present
FULL COURT STRATEGIC WEALTH, LLC
Office #1: 100 Century Parkway Suite 160, Mount Laurel, NJ 08054RIA
CRD#: 309257
Mount Laurel, NJ
Past
August 5, 2004 - January 21, 2010
ABACUS PORTFOLIOS
RIA
CRD#: 131410
PHILADELPHIA, PA
Past
January 16, 2004 - August 2, 2019
ABACUS WEALTH PARTNERS
RIA
CRD#: 128590
PHILADELPHIA, PA
Past
March 31, 1999 - December 31, 2003
SHERMAN FINANCIAL
RIA
CRD#: 105447
PHILADELPHIA, PA
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.Highlighted states indicate IAR registrations
IAR
Louisiana(3/7/2022)
IAR
New Jersey(7/28/2020)
IAR
Texas(9/16/2025)
Current Firm
FULL COURT STRATEGIC WEALTH, LLC
FULL COURT STRATEGIC WEALTH, LLC
CRD#: 309257 / SEC#:
Louisiana
Registered Investment Advisory firm - (3/7/2022 Approved)New Jersey
Registered Investment Advisory firm - (7/28/2020 Approved)Texas
Registered Investment Advisory firm - (8/28/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Century Parkway Suite 160, Mount Laurel, NJ 08054
Mailing Address
Phone number
(267) 970-6464
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 41,805,603 |
Red Flags
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