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JC

Jeffery Cole

DALINE WEALTH MANAGEMENT
CLARKSVILLE, TN 37040
Some features on this profile are disabled
CRD#: 7450022
JC
Jeffery ColeDALINE WEALTH MANAGEMENT

Professional summary

Jeffery Cole, who also goes by Jeffery Dale Cole, is a registered financial advisor currently at DALINE WEALTH MANAGEMENT, LLC located in Clarksville, Tennessee.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jeffery has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jeffery Dale Cole

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) CARTER-JONES COMPANIES, INC., NON-INVESTMENT RELATED, FRANKLIN, TN. 37064, MANUFACTURING AND SALES, STRUCTURAL DESIGN ENGINEER, 6/2025, APPX. 160 HRS/MNTH, DESIGN OF FOUNDATION, FLOOR, WALL AND ROOF SYSTEMS THROUGH BUILDING OF 3-D COMPUTER MODELS. 2) TERRA WEALTH MANAGEMENT, LLC, INVESTMENT RELATED, CLARKSVILLE, TN. 37040, REGISTERED INVESTMENT ADVISOR, INVESTMENT ADVISOR REPRESENTATIVE, 7/2022; APPX. 20 HOURS PER MONTH; ON A TEMPORARY AND TRANSITIONAL BASIS, MR. COLE WILL BE DUALLY REGISTERED WITH TERRA WEALTH MANAGEMENT, LLC AS HE WORKS TO TRANSITION CLIENTS TO DALINE WEALTH MANAGEMENT, LLC 3) INSURANCE SALES; SAME ADDRESS; NON-INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH 4) AUTHOR, NON-INVESTMENT RELATED, 3705 WINDHAVEN COURT, CLARKSVILLE, TN. 37040, AUTHOR/SPEAKER, 07/2017, APPX 30 HRS/MNTH, MARKETING OF BOOKS, INFORMATION PRODUCTS, AND SPEAKING EVENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Cole'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®
None

Experience

Current

June 29, 2026 - Present

DALINE WEALTH MANAGEMENT, LLC

Office #1: 211 S 2nd St Suite 250, Clarksville, TN 37040
RIA
CRD#: 343058
CLARKSVILLE, TN
Past

July 26, 2022 - August 13, 2026

TERRA WEALTH

RIA
CRD#: 320643
NASHVILLE, TN
Past

January 10, 2022 - June 30, 2022

PFS INVESTMENTS INC.

BD
CRD#: 10111
BRENTWOOD, TN

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
Tennessee
(6/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/7/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/29/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/8/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/31/2021
Securities Industry Essentials Examination

Current Firm

DW
DALINE WEALTH MANAGEMENT, LLC
DALINE WEALTH MANAGEMENT, LLC

CRD#: 343058 / SEC#:

Tennessee
Registered Investment Advisory firm - (6/29/2026 Approved)
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Contact information

Main Address
211 S 2nd St Suite 250, Clarksville, TN 37040
Mailing Address
Phone number
(931) 288-4487
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

DALINE WEALTH MANAGEMENT, LLC

CRD#: 343058Clarksville, TN 37040

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