Steven D. Kurland
J. W. COLE ADVISORS
Maitland, FL 32751
Some features on this profile are disabled
CRD#: 5078232
Professional summary
Steven David Kurland, AIF®, CFP®, who also goes by Steven Kurland, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Maitland, Florida and J.W. COLE FINANCIAL, INC. located in Maitland, Florida.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Steven has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steven Kurland
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) FIXED INSURANCE - REPRESENTATIVE OFFERING FIXED INSURANCE PRODUCTS. 2) 360 FINANCIAL FIRM LLC - DBA - OWNER/MANAGER OF FINANCIAL SERVICES BUSINESS. 3) A. SUCESSOR TRUSTEE B. BARRY LEVIN IRREVOCABLE TRUST C. NON-INVESTMENT RELATED D. 0 HOURS PER MONTH 4) Trustee of Paul Kurland Irrevocable Trust - non investment related 5) Executor, POA, Health Care Agent for Family Trust b) 6/9/18 6) Lessor; 2250 Lucien Way, Suite 200, Maitland, FL 32751; Sublease office space to another company; Non-Investment related; 0 hours during trading hours; Start date: 12/19/2022
CRS (Client Relationship Summary) - RIA
Click below to view Steven David Kurland'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: 2015
Experience
Current
November 3, 2017 - Present
J. W. COLE ADVISORS, INC.
Office #1: 2250 Lucien Way Suite 200, Maitland, FL 32751RIA
CRD#: 112294
Maitland, FL
Current
October 31, 2017 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 2250 Lucien Way Suite 200, Maitland, FL 32751BD
CRD#: 124583
Maitland, FL
Past
November 19, 2012 - October 31, 2017
SII INVESTMENTS, INC.
RIA
CRD#: 2225
MAITLAND, FL
Past
November 19, 2012 - October 31, 2017
SII INVESTMENTS, INC.
BD
CRD#: 2225
MAITLAND, FL
Past
March 8, 2007 - November 21, 2012
NEW ENGLAND SECURITIES
RIA
CRD#: 615
ORLANDO, FL
Past
February 7, 2006 - November 21, 2012
NEW ENGLAND SECURITIES
BD
CRD#: 615
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
California(10/31/2017)
RR
Florida(10/31/2017)
IAR
Florida(11/3/2017)
RR
Georgia(10/31/2017)
RR
Mississippi(7/14/2022)
RR
Nevada(2/28/2020)
RR
North Carolina(10/31/2017)
RR
Pennsylvania(10/31/2017)
RR
Texas(2/7/2018)
IAR
Texas(10/21/2025)
RR
Virginia(4/13/2018)
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.
Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Maitland, FL 32751TRUST BUT VERIFY
Monitor Steven Kurland
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
