JJ
Jeffery D. Joyce
J. W. COLE ADVISORS
Avon, IN 46123
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CRD#: 6140173
JJ
Professional summary
Jeffery David Joyce is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Avon, Indiana.
Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jeffery has worked at 3 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) North Salem State Bank; Investment Related; 5250 E. Highway 36, Avon, IN 46123; Bank CFO; Manage accounting , finance, treasury, wealth management and trust department of the bank; Start 2/15/2023; 160 hrs/mo, 160 hr/mo during trading. (2) North Salem Wealth Strategies; DBA; Investment related; 5250 E Highway 36, Avon, IN 46123; Investment services; CFO; Supervise the Wealth Strategies team at North Salem State Bank; Start 7/7/2023; 40 hr/mo, 40 hr/mo during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery David Joyce'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
June 28, 2023 - Present
J. W. COLE ADVISORS, INC.
Office #1: 5250 E Highway 36, Avon, IN 46123RIA
CRD#: 112294
Avon, IN
Past
April 18, 2018 - June 27, 2023
ELEMENTS FINANCIAL SERVICES, LLC
RIA
CRD#: 293427
INDIANAPOLIS, IN
Past
May 22, 2013 - February 26, 2018
CROSS FINANCIAL SERVICES
RIA
CRD#: 166248
FRANKLIN, IN
Past
February 1, 2013 - May 3, 2013
CROSS FINANCIAL SERVICES
RIA
CRD#: 166248
FRANKLIN, IN
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
Indiana(6/28/2023)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
