RD
Rey Descalso
J. W. COLE ADVISORS
Celebration, FL 34747
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CRD#: 4906080
RD
Professional summary
Rey Descalso, AIF® is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Celebration, Florida and J.W. COLE FINANCIAL, INC. located in Phoenix, Arizona.
Rey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Rey has worked at 4 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) REY DESCALSO; INVESTMENT RELATED; 1549 N Wymore Road Suite 110B, Maitland, FL 32751; FIXED INSURANCE; AGENT; 2010; 10 HRS/MONTH, 10 DURING TRADING; SALES AND SERVICE; OFFICER; NO CLIENTS INVOLVED. (2) DBA - PRIVADA WEALTH MANAGEMENT; START DATE: 6/10/2010 / INVESTMENT RELATED (3) Privada Tax; not investment related; founder of the LLC - start date 9/18/2020; Tax preparation and planning. Estate planning documentation preparation. Notary Public; 15 hours per month, 10 hours per month during trading. (4) Growing Legacies; Investment related; 1030 W Canton Ave, Ste 102; Winter Park, FL 32789; Financial Planner; Start 3/2/2024; 10 hours/month spent during trading hours. (5) Gaylor Active Money Management; Investment Related; 11811 N Tatum Blvd, Suite 2200, Phoenix, AZ 85025; Financial Planning, Investment Advisor Representative, Registered Representative; Financial Planner; Start 9/1/2025; 30 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Rey Descalso'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®
Experience
Current
June 28, 2010 - Present
J. W. COLE ADVISORS, INC.
Office #1: 1420 Celebration Blvd. Suite #200, Celebration, FL 34747Office #2: 549 N. Wymore Road Suite 208, Maitland, FL 32751Office #3: 1030 West Canton Avenue Suite 102, Winter Park, FL 32789RIA
CRD#: 112294
Celebration, FL
Current
June 10, 2010 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 11811 North Tatum Blvd Suite 2200, Phoenix, AZ 85028Office #2: 549 N Wymore Road Suite 208, Maitland, FL 32751BD
CRD#: 124583
Phoenix, AZ
Past
January 1, 2008 - June 11, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ORLANDO, FL
Past
January 1, 2008 - June 11, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ORLANDO, FL
Past
April 1, 2005 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
ORLANDO, FL
Past
March 17, 2005 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ORLANDO, 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
Arizona(8/22/2024)
IAR
Arizona(10/17/2025)
RR
California(6/10/2010)
RR
Colorado(8/22/2024)
RR
Florida(6/10/2010)
IAR
Florida(6/28/2010)
RR
Georgia(8/27/2018)
RR
Indiana(5/29/2014)
RR
Kentucky(12/11/2018)
RR
Michigan(8/22/2024)
RR
New York(6/10/2010)
RR
North Carolina(1/5/2016)
RR
Texas(5/16/2017)
IAR
Texas(10/22/2025)
RR
Virginia(9/16/2025)
RR
Washington(8/22/2024)
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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Celebration, FL 34747TRUST BUT VERIFY
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