Stanley K. Hunt
J. W. COLE ADVISORS
FT. WASHINGTON, PA 19034
Some features on this profile are disabled
CRD#: 4331056
Professional summary
Stanley Karl Hunt, CFP® is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Ft. Washington, Pennsylvania and J.W. COLE FINANCIAL, INC. located in Ft. Washington, Pennsylvania.
Stanley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Stanley has worked at 5 firms and has passed the Series 66, 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) A) SELF B) INVESTMENT RELATED C) SAME ADDRESS AS BRANCH D) FIXED INSURANCE E) AGENT F) JUNE 2009 G) 3 HRS/MONTH H) 1 DURING TRADING I) SALES AND SERVICE 2) A) WOODWELL ASSET MANAGEMENT B) INVESTMENT RELATED C) SAME ADDRESS AS BRANCH D) 10/3/2018 E) DBA FOR SECURITIES BUSINESS F) 160 HRS PER MONTH G) 140 HRS DURING TRADING HRS 3) A) ASPEN CAPITAL MANAGEMENT, LLC B) NON-INVESTMENT RELATED C) SAME ADDRESS AS BRANCH D) 5/1/2019 E) LLC FOR PAYING BUSINESS EXPENSES F) 2 HRS PER MONTH DURING TRADING HRS
CRS (Client Relationship Summary) - RIA
Click below to view Stanley Karl Hunt'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: 2008
Experience
Current
June 3, 2009 - Present
J. W. COLE ADVISORS, INC.
Office #1: 1300 Virginia Drive Suite 122, Ft. Washington, PA 19034RIA
CRD#: 112294
FT. WASHINGTON, PA
Current
May 29, 2009 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 1300 Virginia Drive Suite 122, Ft. Washington, PA 19034BD
CRD#: 124583
Ft. Washington, PA
Past
February 21, 2006 - May 29, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
PHILADELPHIA, PA
Past
September 29, 2003 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Past
April 26, 2001 - September 23, 2003
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
BALA CYNWYD, PA
Past
February 27, 2001 - September 23, 2003
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
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
Alabama(5/29/2009)
RR
California(7/22/2014)
RR
Connecticut(5/23/2017)
RR
Delaware(8/26/2009)
RR
District of Columbia(7/2/2009)
RR
Florida(5/29/2009)
RR
Illinois(5/29/2009)
RR
Maryland(5/29/2009)
RR
Michigan(9/16/2009)
RR
New Jersey(5/29/2009)
RR
New York(5/29/2009)
RR
North Carolina(5/29/2009)
RR
Ohio(5/29/2009)
RR
Pennsylvania(5/29/2009)
IAR
Pennsylvania(6/3/2009)
RR
Texas(5/29/2009)
IAR
Texas(10/22/2025)
RR
Virginia(2/1/2016)
Exams
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
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.
