GH
Geoffrey H. Hoatson
J. W. COLE ADVISORS
Winter Park, FL 32789
Some features on this profile are disabled
CRD#: 7403406
GH
Professional summary
Geoffrey H Hoatson, who also goes by Geoff Hoatson, Geoffrey Hoatson, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Winter Park, Florida.
Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Geoffrey has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Geoff Hoatson | Geoffrey Hoatson
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) Family First Firm; Not investment related; 1030 W. Canton Ave, Suite 102, Winter Park, FL 32789; CEO and Founding Attorney; Lead elder law and estate planning attorney, Chief Executive Officer duties; Start 1/2/23; 120 hours/month during trading. (2) Growing Legacies; DBA; Investment Related; 1901 W Colonial Drive, Orlando, FL 32804; Investment/Insurance; Investment Advisor; Start 6/16/2021; 160 hours/month, 160 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Geoffrey H Hoatson'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 30, 2023 - Present
J. W. COLE ADVISORS, INC.
Office #1: 1030 West Canton Avenue Suite 102, Winter Park, FL 32789Office #2: 549 North Wymore Road Suite 109, Maitland, FL 32751RIA
CRD#: 112294
Winter Park, FL
Past
December 7, 2021 - September 30, 2022
MARINER INDEPENDENT
RIA
CRD#: 305418
ORLANDO, FL
Past
July 16, 2021 - December 16, 2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Orlando, 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.Highlighted states indicate IAR registrations
IAR
Florida(5/30/2023)
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
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#: 112294Winter Park, FL 32789TRUST BUT VERIFY
Monitor Geoffrey Hoatson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
