EB
Elijah J. Black
J. W. COLE ADVISORS
Atlanta, GA 30318
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CRD#: 7810911
EB
Professional summary
Elijah J Black is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Atlanta, Georgia and J.W. COLE FINANCIAL, INC. located in Atlanta, Georgia.
Elijah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Elijah has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO 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) Woodwell Asset Management; DBA; Investment Related;1300 Virginia Drive, Suite #122, Ft. Washington PA 19034; Financial Services; Financial Advisor; Start 11/18/24; 160 hours/month, 160 hours/month during trading. (2) E. Black & Associates, LLC; Government Contracting; Not investment related; 1084 Howell Mill Rd NW, Apt 332, Atlanta, GA 30318; CEO; Source government contracts (services) and match them with such contracts to perform services. Administratively manage the contract as in provided invoices and payment. Start 10/5/2023; 5 hours/month, 0 during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Elijah J Black'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
November 18, 2024 - Present
J. W. COLE ADVISORS, INC.
Office #1: 1084 Howell Mill Rd Nw Apt 332, Atlanta, GA 30318Office #2: 1300 Virginia Drive Suite 122, Ft. Washington, PA 19034RIA
CRD#: 112294
Atlanta, GA
Current
November 18, 2024 - Present
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
Atlanta, GA
Past
April 12, 2024 - November 26, 2024
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
Atlanta, GA
Past
April 5, 2024 - November 26, 2024
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Atlanta, GA
Past
December 21, 2023 - April 10, 2024
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
MARIETTA, GA
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.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
Georgia(11/18/2024)
IAR
Georgia(11/19/2024)
RR
Pennsylvania(11/18/2024)
IAR
Pennsylvania(11/18/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 12/21/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
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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Check for any disclosures as part of your thorough research when choosing an advisor.
