WW
William S. Wright
J. W. COLE ADVISORS
Elizabethtown, KY 42701
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CRD#: 5518816
WW
Professional summary
William Steve Wright, who also goes by Wm. Steve Wright, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Elizabethtown, Kentucky.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. William has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Wm. Steve Wright
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) Wright Farm; Cow/Cattle/Hay; Not investment related; 239 Jewell Lane, Magnolia, KY 42757; Owner; Started 1986; 30 hours/month, 0 during trading. (1) The Wright Legacy Group, LLC; Insurance Services; Not investment related; 1104 Julianna Court, Elizabethtown, KY 42701; Managing Member; Start 9/21/04; 10 hours/month, 5 hours/month during trading. (3) Campgellsville University; Board of Trustee; Not investment related; 1 University Drive, Campbellsville, KY 42718; Tristee; Strategic Planning, Annual Budget, Hire/Fire University President; Start in 2012; 10 hours/month, 10 hours/month during trading. (4) JWC Wealth Management; DBA; Investment Related; 1104 Julianna Court, Elizabethtown, KY 42701; Advisor; Financial Services; Start 1/1/25; 20 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view William Steve Wright'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
November 27, 2024 - Present
J. W. COLE ADVISORS, INC.
Office #1: 1104 Julianna Court, Elizabethtown, KY 42701RIA
CRD#: 112294
Elizabethtown, KY
Past
May 20, 2008 - November 14, 2024
THE WRIGHT LEGACY GROUP, LLC
RIA
CRD#: 146934
ELIZABETHTOWN, KY
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
Kentucky(11/27/2024)
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#: 112294Elizabethtown, KY 42701TRUST BUT VERIFY
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