BS
Bryan S. Slovon
J. W. COLE ADVISORS
Annapolis, MD 21401
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CRD#: 5469033
BS
Professional summary
Bryan Stuart Slovon is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Annapolis, Maryland.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Bryan has worked at 4 firms and has passed the Series 65 exam.
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) DBA - JAN 1990 OWNER OF STUART FINANCIAL GROUP AS INSURANCE AGENT IN GREENBELT, MD. 2) SFG Marketing, Inc.; not investment related; vice president - start date 6/2020; 2401 Falling Creek Road Silver Spring, MD 20904; oversee branding and marketing of organization; 20 hours per month, 10 hours during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Stuart Slovon'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®
NoneExperience
Current
April 16, 2019 - Present
J. W. COLE ADVISORS, INC.
Office #1: 1125 West Street Suite 252, Annapolis, MD 21401Office #2: 10015 Columbia Road Ste B215, Columbia, MD 21046Office #3: 6411 Ivy Lane Suite 520, Greenbelt, MD 20770RIA
CRD#: 112294
Annapolis, MD
Past
July 29, 2010 - April 23, 2019
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
ANNAPOLIS, MD
Past
February 18, 2010 - July 12, 2010
GRADIENT ADVISORS, LLC
RIA
CRD#: 152665
GREENBELT, MD
Past
August 21, 2009 - February 17, 2010
GRADIENT INVESTMENTS, LLC
RIA
CRD#: 141726
GREENBELT, MD
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.Highlighted states indicate IAR registrations
IAR
Maryland(4/16/2019)
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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Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Annapolis, MD 21401TRUST BUT VERIFY
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