IE
Insley A. Edgar
J. W. COLE ADVISORS
Palatka, FL 32177
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CRD#: 6604998
IE
Professional summary
Insley A. Edgar, who also goes by Insley Roseann Arrants, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Palatka, Florida and J.W. COLE FINANCIAL, INC. located in St. Augustine, Florida.
Insley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Insley has worked at 2 firms and has passed the Series 65, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Insley Roseann Arrants
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) St Johns Asset Management, LLC; DBA; Investment Related; 601 St Johns Ave, Platka, FL 32177; Financial Planning Firm; Practice Manager; Start 1/25/2016; 180 hrs/mo, 160 hrs/mo during trading. (2) Licensed Insurance Agent; 601 St. Johns Avenue, Palatka, FL 32177; Not investment Related; Start Date: 3/25/2016; 0 hours during trading
CRS (Client Relationship Summary) - RIA
Click below to view Insley A. Edgar'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
May 11, 2023 - Present
J. W. COLE ADVISORS, INC.
Office #1: 601 St Johns Avenue, Palatka, FL 32177Office #2: 5233 San Jose Blvd Suite 1 Jacksonville Fl 32207 Ste 1, Jacksonville, FL 32207Office #3: 134 Riberia Street Suite 102, St. Augustine, FL 32084RIA
CRD#: 112294
Palatka, FL
Current
December 5, 2022 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 134 Riberia St. Ste 102, St. Augustine, FL 32084Office #2: 601 St. Johns Avenue, Palatka, FL 32177Office #3: 5233 San Jose Blvd. Suite 1, Jacksonville, FL 32207BD
CRD#: 124583
St. Augustine, FL
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
Florida(1/4/2023)
IAR
Florida(5/11/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 12/5/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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
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.
