Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

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 Advisors, Inc. 12 years, 2 months Aug 2004 - Present
J.W. Cole Financial, Inc. 12 years, 2 months Aug 2004 - Present
Investacorp 2 years Aug 2002 - Aug 2004
Are You
Charles Alfred Cockrell Jr?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

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

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 17, 2012
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 10, 2016
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 Sept. 21, 2016
    • $1.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 7K
      Accounts
    • $183.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

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