CB
Christian G. Beiter
J. W. COLE ADVISORS
TAMPA, FL 33511
Some features on this profile are disabled
CRD#: 4583834
CB
Professional summary
Christian Gerard Beiter, CFP®, who also goes by Chris Beiter, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Tampa, Florida and J.W. COLE FINANCIAL, INC. located in Brandon, Florida.
Christian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Christian has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 55 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Beiter
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) PRESERVATION 1ST FINANCIAL GROUP, LLC B) DBA FOR SECURITIES, ADVISORY & INSURANCE SALES C) INVESTMENT RELATED D) SAME AS BRANCH ADDRESS E) SELL SECURITIES, LIFE INSURANCE, ANNUITIES, HEALTH INSURANCE, & MEDICARE PLANS F) 12/2004 G) APPROX. 100-125 HOURS/MONTH-MOST OF WHICH ARE DURING TRADING HOURS H) VICE-PRESIDENT (2) a) Greater Riverview Chamber of Commerce b) non-investment related c) 10101 Bloomingdale Ave #102 Riverview, FL d) Chamber of Commerce e) Board of Directors f) 7/12/17 g) 5 hours per month h) 3 during trading hours. (3) A) SOUTH COUNTY SPARTANS ATHLETIC PROGRAM, INC C) 10215 PALERMO CIR, APT # 303, TAMPA, FL D) YOUTH SPORTS PROGRAM E) PRESIDENT F) 03/20/2017 G) 10-15 HRS/MO H) 5-10 TRADING HRS/MO I) HELP WITH ALL ASPECTS OF RUNNING A YOUTH SPORTS NON-PROFIT K) ONE CLIENT INVOLVED. (4) Epic Trips and Travel, LLC; Travel Agency; Not investment related; 11216 Winthrop Main St, Riverview, FL 33578; Vice President; I will be partner in the travel agency, primarily help with business development and growth and will not be in the day to day running of the company; Start 9/16/24; 10 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Christian Gerard Beiter'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: 2011
Experience
Current
July 20, 2009 - Present
J. W. COLE ADVISORS, INC.
Office #1: 912 Lithia Pinecrest Road, Tampa, FL 33511RIA
CRD#: 112294
TAMPA, FL
Current
April 29, 2009 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 912 Lithia Pinecrest Road, Brandon, FL 33511BD
CRD#: 124583
Brandon, FL
Past
September 19, 2002 - February 7, 2003
WORLDCO, L.L.C.
BD
CRD#: 24673
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
Florida(5/13/2009)
IAR
Florida(7/20/2009)
RR
Georgia(4/12/2013)
RR
Pennsylvania(4/27/2011)
RR
Tennessee(7/7/2022)
RR
Virginia(9/26/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/2/2002
Limited Representative-Equity Trader ExamSRO 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.
