JC
Jeffery Cole
TERRA WEALTH
NASHVILLE, TN 37203
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CRD#: 7450022
JC
Professional summary
Jeffery Cole, who also goes by Jeffery Dale Cole, is a registered financial advisor currently at TERRA WEALTH located in Nashville, Tennessee.
Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jeffery has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
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. DBA Daline Enterprises & DBA Daline Group, Not Investment Related, 3705 Windhaven Ct, Clarksville, TN 37040, Owner, 01/2017 to present, 0-1 hour per month (0-1 hour per month during securities trading hours), doing business as established with county for income from HLTH Code activity and DBA used for book sales receipts. 2 HLTH CODE, Not Investment Related, 3705 Windhaven Ct, Clarksville, TN 37040, Affiliate, 01/2017 to present, 0-1 hour per month (0-1 hour per month during securities trading hours), affiliate link for meal replacement shakes. 3. 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. 4. HUSKEY TRUSS AND BUILDING SUPPLY, INC., NON-INVESTMENT RELATED, 424 LEWISBURG PIKE, FRANKLIN, TN. 37064, MANUFACTURING AND SALES, STRUCTURAL DESIGN ENGINEER, 11/1996, APPX. 215 HRS/MNTH, DESIGN OF FOUNDATION, FLOOR, WALL AND ROOF SYSTEMS THROUGH BUILDING OF 3-D COMPUTER MODELS. 5. INSURANCE SALES; SAME ADDRESS; NON-INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH
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®
NoneExperience
Current
July 26, 2022 - Present
TERRA WEALTH
Office #1: 2817 West End Ave #388, Nashville, TN 37203RIA
CRD#: 320643
NASHVILLE, TN
Past
January 10, 2022 - June 30, 2022
PFS INVESTMENTS INC.
BD
CRD#: 10111
BRENTWOOD, TN
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".
TW
TERRA WEALTH
MULTI FAMILY OFFICE WEALTH SOLUTIONS, LLC | TERRA WEALTH MANAGEMENT, LLC | TERRA WEALTH
CRD#: 320643 / SEC#: 801-125822
RIA
Registered Investment Advisory firm - (6/3/2022 Approved)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(7/26/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/8/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
TW
TERRA WEALTH
MULTI FAMILY OFFICE WEALTH SOLUTIONS, LLC | TERRA WEALTH MANAGEMENT, LLC | TERRA WEALTH
CRD#: 320643 / SEC#: 801-125822
RIA
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Contact information
Main Address
400 West English Road Ste 215, High Point, NC 27262
Mailing Address
Phone number
(305) 928-3772
Established
Firm type
Fiscal year end
# of Employees
55
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,917 |
| AUM (Assets Under Management) | $ 399,431,686 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
