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JC

Jesse J. Cole

GLOBAL ASSETS ADVISORY
SPOKANE VALLEY, WA 99212
CRD#: 5841688
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JC
Jesse Jerome ColeGLOBAL ASSETS ADVISORY

Professional summary

Jesse Jerome Cole, who also goes by Jesse J. Cole, Jesse Cole, is a registered financial advisor currently at GLOBAL ASSETS ADVISORY, LLC located in Spokane Valley, Washington.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jesse has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jesse J. Cole | Jesse Cole

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Jerome Cole's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 1, 2026 - Present

GLOBAL ASSETS ADVISORY, LLC

Office #1: 920 North Argonne Road Suite 110 B, Spokane Valley, WA 99212
RIA
CRD#: 300460
SPOKANE VALLEY, WA
Past

January 22, 2014 - May 11, 2015

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
SPOKANE VALLEY, WA
Past

January 4, 2014 - May 28, 2026

GLOBAL VIEW CAPITAL MANAGEMENT LLC

RIA
CRD#: 158292
KETTLE FALLS, WA
Past

February 14, 2011 - December 31, 2013

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA
CRD#: 126514
SPOKANE VALLEY, WA
Past

February 14, 2011 - December 31, 2013

THE STRATEGIC FINANCIAL ALLIANCE, INC.

BD
CRD#: 126514
SPOKANE VALLEY, WA
Past

September 22, 2010 - December 22, 2010

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
OAK HARBOR, WA

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".
GA
GLOBAL ASSETS ADVISORY, LLC
BLACOR USA, LLC | WINN PARTNERS FINANCIAL GROUP | UNITY WEALTH MANAGEMENT, LLC | THE FOUNDATION INVESTMENT GROUP | SULLIVAN WEALTH STRATEGIES | RAND GROUP FINANCIAL | MILLER WEALTH MANAGEMENT | MACO WEALTH MANAGEMENT | MACEDON FINANCIAL MANAGEMENT, LLC | LASZLO RIGSBY FINANCIAL SERVICES | JENSEN FINANCIAL, LLC | GLOBAL ASSETS ADVISORY, LLC | G2 RAMPART CONSULTING, LLC | FINANCIAL ADVANTAGE WEALTH MANAGEMENT | CAPITAL FINANCIAL GROUP

CRD#: 300460 / SEC#: 801-114946

RIA
Registered Investment Advisory firm - (4/5/2019 Approved)

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
Washington
(6/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/9/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/1/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/11/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/21/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GA
GLOBAL ASSETS ADVISORY, LLC
BLACOR USA, LLC | WINN PARTNERS FINANCIAL GROUP | UNITY WEALTH MANAGEMENT, LLC | THE FOUNDATION INVESTMENT GROUP | SULLIVAN WEALTH STRATEGIES | RAND GROUP FINANCIAL | MILLER WEALTH MANAGEMENT | MACO WEALTH MANAGEMENT | MACEDON FINANCIAL MANAGEMENT, LLC | LASZLO RIGSBY FINANCIAL SERVICES | JENSEN FINANCIAL, LLC | GLOBAL ASSETS ADVISORY, LLC | G2 RAMPART CONSULTING, LLC | FINANCIAL ADVANTAGE WEALTH MANAGEMENT | CAPITAL FINANCIAL GROUP

CRD#: 300460 / SEC#: 801-114946

RIA
Registered Investment Advisory firm - (4/5/2019 Approved)
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Contact information

Main Address
111 N. Orange Avenue Suite 1000, Orlando, FL 32801
Mailing Address
Phone number
(407) 254-1500
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GAA ADV PART 2A 12.08.2025 (12/8/2025)

Regulatory assets under management

Total Number of Accounts2,213
AUM (Assets Under Management)$ 338,145,734

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

GLOBAL ASSETS ADVISORY, LLC

CRD#: 300460Spokane Valley, WA 99212

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