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Overview

Services

Advisor Services

  • Financial Planning

  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
J.W. Cole Financial, Inc. 11 years, 6 months Aug 2004 - Present
Jonathan Roberts Advisory Group, Inc. 11 years, 6 months Aug 2004 - Present
Are You
Charles Alfred Cockrell Jr?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Charles Cockrell

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 3, 2014
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 21, 2014
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

J. W. Cole Advisors, Inc.

Last updated on March 31, 2015
    • $1.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $189.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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