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JG

Jeffrey B. Golubeff

J.W. COLE FINANCIAL
Tampa, FL
Some features on this profile are disabled
CRD#: 4230825
JG

Professional summary

Jeffrey Brian Golubeff is a registered financial advisor currently at J.W. COLE FINANCIAL, INC. located in Tampa, Florida.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2000. Jeffrey has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Brian Golubeff's CRS (Customer Relationship Summary).
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®
None

Experience

Current

December 16, 2019 - Present

J.W. COLE FINANCIAL, INC.

Office #2: 7655 W Gulf To Lake Hwy Suite 10, Crystal River, FL 34429
BD
CRD#: 124583
Tampa, FL
Past

February 14, 2018 - December 23, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
CRYSTAL RIVER, FL
Past

March 30, 2009 - February 14, 2018

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
CRYSTAL RIVER, FL
Past

September 11, 2001 - December 31, 2008

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
CRYSTAL RIVER, FL
Past

September 7, 2001 - March 31, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
CRYSTAL RIVER, FL
Past

August 21, 2000 - August 28, 2001

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 21, 2000 - August 28, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(3/23/2022)
RR
California
(12/16/2019)
RR
Connecticut
(12/16/2019)
RR
Florida
(12/16/2019)
RR
Georgia
(12/16/2019)
RR
Illinois
(5/21/2024)
RR
Indiana
(8/22/2024)
RR
Iowa
(5/2/2022)
RR
Kentucky
(12/16/2019)
RR
Maryland
(12/16/2019)
RR
Michigan
(12/16/2019)
RR
Minnesota
(8/8/2024)
RR
Missouri
(4/26/2022)
RR
Nevada
(2/28/2025)
RR
New Hampshire
(12/16/2019)
RR
New York
(12/16/2019)
RR
North Carolina
(2/27/2025)
RR
Oklahoma
(5/21/2024)
RR
Pennsylvania
(12/16/2019)
RR
South Carolina
(12/16/2019)
RR
South Dakota
(2/4/2025)
RR
Tennessee
(1/17/2023)
RR
Texas
(12/16/2019)
RR
Utah
(6/7/2022)
RR
Vermont
(7/20/2021)
RR
Virginia
(12/16/2019)
RR
Wisconsin
(1/13/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 4/20/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/18/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

JC
J.W. COLE FINANCIAL, INC.
J.W. COLE FINANCIAL, INC.

CRD#: 124583 / SEC#: , 8-65698

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
PREMIUM
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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
4301 Anchor Plaza Parkway 4th Floor, Tampa, FL 33634
Phone number
(813) 935-6776
Established
Florida since 10/14/2002
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
JWC WEALTH PARTNERSOWNER
FUSSA OCASIO, FERNANDOCFO/FINOP2471569
LOFGREN, KURT WALKERCHIEF COMPLIANCE OFFICER3048472
PACK, TODD JAMESCHIEF OPERATING OFFICER2795590
WEST, EUGENEDESIGNATED MUNICIPAL PRINCIPAL/ROSFP2059974
WOOD, ROBERT JULIANTREASURER/SECRETARY/GP/CEO3217809

Disclosures

Regulatory Event1
Arbitration1

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.

Company Information

J.W. COLE FINANCIAL, INC.

CRD#: 124583Tampa, FL

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