Scott C. Weidman
J. W. COLE ADVISORS
Daytona Beach, FL
Some features on this profile are disabled
CRD#: 4183510
Professional summary
Scott Christopher Weidman, CFP® is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Daytona Beach, Florida and J.W. COLE FINANCIAL, INC. located in Daytona Beach, Florida.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Scott has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 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) *INDEPENDENT INSURANCE AGENT, (2) DBA: SAVANNAH COURT FINANCIAL ADVISORS, INVESTMENT RELATED, FIXED INSURANCE ANNUITY/LIFE/INDEX/DISABILITY/LTC, ETC. SALES, APPROX. 40 HRS/MONTH. (3) 2SG LLC; not investment related; start date 6/29/2020 - partner; 913 Peninsula Drive, Ormond Beach, FL 32176; product patent for marketing & sales; 10 hours per month, 0 hours during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Christopher Weidman'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: 2006
Experience
Current
September 3, 2009 - Present
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
Daytona Beach, FL
Current
August 12, 2009 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 157 Fairview Avenue, Daytona Beach, FL 32114BD
CRD#: 124583
Daytona Beach, FL
Past
November 29, 2004 - August 18, 2009
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
ORMOND BEACH, FL
Past
May 31, 2000 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
ORMOND BEACH, FL
Past
May 31, 2000 - August 18, 2009
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
ORMOND BEACH, 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
Delaware(11/10/2021)
RR
Florida(8/12/2009)
IAR
Florida(9/3/2009)
RR
Georgia(1/21/2014)
RR
Illinois(3/9/2017)
RR
Maryland(11/13/2012)
RR
Massachusetts(12/17/2018)
RR
New Hampshire(12/16/2013)
RR
New York(8/17/2018)
RR
North Carolina(10/21/2014)
RR
South Dakota(1/5/2015)
RR
Texas(9/1/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
