TJ
Trevor O. Johnson
J. W. COLE ADVISORS
OMAHA, NE 68154
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CRD#: 5654568
TJ
Professional summary
Trevor Olaf Johnson is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Omaha, Nebraska and J.W. COLE FINANCIAL, INC. located in Omaha, Nebraska.
Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Trevor has worked at 3 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) A) LIGHT HELMETS B) INVESTMENT RELATED: NO C) 5670 EL CAMINO REAL STE C, CARLSBAD, CA 92008 D) SPORTS EQUIPMENT E) TITLE / POSITION: PRODUCT INTRODUCTION F) START DATE: 5/19/2025 G) 1 HOUR PER MONTH H) 1 HOUR PER MONTH DURING TRADING HOURS I) INTRODUCING LIGHT FOOTBALL HELMET TO ATHLETES (2) Trevor Johnson Wealth Management, Investment Related; 11235 Davenport St.,�Suite 109,�Omaha NE 68154; Investment Services; Financial Advisor; Start 9/8/25; 200 hours/month during trading
CRS (Client Relationship Summary) - RIA
Click below to view Trevor Olaf Johnson'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
October 20, 2015 - Present
J. W. COLE ADVISORS, INC.
Office #1: 11235 Davenport St. Suite 109, Omaha, NE 68154RIA
CRD#: 112294
OMAHA, NE
Current
October 19, 2015 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 11235 Davenport St. Suite 109, Omaha, NE 68154BD
CRD#: 124583
Omaha, NE
Past
June 12, 2009 - October 12, 2015
EDWARD JONES
RIA
CRD#: 250
OMAHA, NE
Past
May 20, 2009 - October 12, 2015
EDWARD JONES
BD
CRD#: 250
OMAHA, NE
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(10/19/2015)
RR
California(8/16/2017)
RR
Florida(10/19/2015)
RR
Idaho(3/16/2018)
RR
Iowa(10/19/2015)
RR
Nebraska(10/19/2015)
IAR
Nebraska(10/20/2015)
RR
North Carolina(5/24/2017)
RR
South Dakota(10/19/2015)
RR
Texas(5/23/2017)
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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Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Omaha, NE 68154TRUST BUT VERIFY
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