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JC

Jared H. Crow

J.W. COLE FINANCIAL
Hernando, MS 38632
Some features on this profile are disabled
CRD#: 7395321
JC
Jared Hunter CrowJ.W. COLE FINANCIAL

Professional summary

Jared Hunter Crow is a registered financial professional currently at J.W. COLE FINANCIAL, INC. located in Hernando, Mississippi.

Jared is registered as a RR (Registered Representative) and started their career in finance in 2023. Jared has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

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.) Comprehensive Financial Consultants; DBA; Investment Related; 2555 Caffey St, Hernando, MS 38632; Assistant; Client services; Start 6/16/2021; 160 hrs/mo, 160 hrs/mo during trading hrs. (2.) J.W. Cole Advisors, Inc.; RIA, Licensed Assistant; 01/2025; Investment Related; Investment/Financial Advising; Approximate 5 hours dedicated per month (3.) J.W. Cole Financial, Inc., Broker dealer; Registered Representative; 07/2018; Investment Related; Investment/Financial Advising; Approximate 115 hours dedicated per month

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jared Hunter Crow'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

November 12, 2021 - Present

J.W. COLE FINANCIAL, INC.

Office #1: 2555 Caffey St, Hernando, MS 38632
BD
CRD#: 124583
Hernando, MS
Past

March 2, 2026 - August 12, 2026

CFCI

RIA
CRD#: 128257
BLOOMINGTON, IN
Past

March 23, 2023 - April 14, 2026

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
Bloomington, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Indiana
(3/23/2023)
RR
Mississippi
(8/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/14/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/12/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/5/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

JC
J.W. COLE FINANCIAL, INC.
J.W. COLE FINANCIAL, INC.

CRD#: 124583 / SEC#: , 8-65698

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
4301 Anchor Plaza Parkway 4th Floor, Tampa, FL 33634
Phone number
(813) 935-6776
Established
Florida since 10/14/2002
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
JWC WEALTH PARTNERSOWNER
FUSSA OCASIO, FERNANDOCFO/FINOP2471569
LOFGREN, KURT WALKERCHIEF COMPLIANCE OFFICER3048472
PACK, TODD JAMESCHIEF OPERATING OFFICER2795590
WEST, EUGENEDESIGNATED MUNICIPAL PRINCIPAL/ROSFP2059974
WOOD, ROBERT JULIANTREASURER/SECRETARY/GP/CEO3217809

Disclosures

Regulatory Event1
Arbitration1

Red Flags

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Company Information

J.W. COLE FINANCIAL, INC.

CRD#: 124583Hernando, MS 38632

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