JD
Jennifer K. Drinkle
J. W. COLE ADVISORS
Rock Springs, WY 82901
Some features on this profile are disabled
CRD#: 7128078
JD
Professional summary
Jennifer Kay Drinkle, who also goes by Jennifer Kay Drinkle, Jennifer Drinkle, Jennifer Kay Fantin, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Rock Springs, Wyoming and J.W. COLE FINANCIAL, INC. located in Rock Springs, Wyoming.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jennifer has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Kay Drinkle | Jennifer Drinkle | Jennifer Kay Fantin
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) Wyoming Wealth Management; DBA; Investment Related; 2620 Commercial Way, Suite 100, Rock Springs, WY 82901; Start Date 10/23/2020; 160 hrs/mo, 160 hr/mo during trading (2) Notary; Not investment related; 2620 Commercial Way, Suite 100, Rock Springs, WY 82901; Start Date: 10/1/2020 (3) Cowboys Against Cancer; Non Profit; Not investment related' 1893 Denar Drive, Rock Springs, WY 82901; Treasurer; this is a non-profit were money is raised to help with expenses while battling cancer; 10 hr/mo, 0 during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Kay Drinkle'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
January 2, 2025 - Present
J. W. COLE ADVISORS, INC.
Office #1: 2620 Commercial Way Suite 100, Rock Springs, WY 82901RIA
CRD#: 112294
Rock Springs, WY
Current
July 14, 2023 - Present
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
Rock Springs, WY
Past
October 2, 2020 - July 17, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
ROCK SPRINGS, WY
Past
March 20, 2020 - August 19, 2020
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ROCK SPRINGS, WY
Past
December 4, 2019 - January 28, 2020
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ROCK SPRINGS, WY
Past
July 3, 2019 - January 28, 2020
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ROCK SPRINGS, WY
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
Colorado(7/14/2023)
RR
Montana(7/14/2023)
RR
Nevada(7/14/2023)
RR
Wyoming(7/14/2023)
IAR
Wyoming(1/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/28/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 12/4/2019
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Rock Springs, WY 82901TRUST BUT VERIFY
Monitor Jennifer Drinkle
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
