DJ
Danielle E. Jones
J. W. COLE ADVISORS
Big Pine Key, FL 33043
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CRD#: 7779538
DJ
Professional summary
Danielle Elizabeth Jones is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Big Pine Key, Florida.
Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Danielle has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
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) Leeward Wealth Management; DBA; 30646 Overseas Highway; Big Pine Key FL 33043; Advisor; Advising, Financial Planning; Start 8/15/2024; 160 hours/month, 160 hours/month during trading. (2) D.E.J. Blue Horizons, LLC; Not investment related; 311 Caribbean Drive East, Summerland Key, FL 33042; Managing Member; I created an LLC so I can pay myself as an employee since I am employed as 1099; Start 10/1/224; 0 hours. (3) Danielle Notary Service; Not Investment Related; 311 Caribbean Drive East, Summerland Key, FL 33042; Notary Services; Notary; Start 10/27/2025; 0 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Danielle Elizabeth Jones'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
August 19, 2024 - Present
J. W. COLE ADVISORS, INC.
Office #1: 30646 Overseas Highway, Big Pine Key, FL 33043RIA
CRD#: 112294
Big Pine Key, 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(8/19/2024)
Exams
State Security Law Exam
General Industry/Product Exam
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
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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
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Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Big Pine Key, FL 33043TRUST BUT VERIFY
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