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Jeffrey Scott Cole

COLE INVESTMENT ADVISORS, INC.·PORTAGE, Michigan
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2401 WEST CENTRE AVENUE, PORTAGE, MI 49024CRD# 4621290Firm CRD# 124264
01

About

Jeffrey Scott Cole is a registered financial advisor based in PORTAGE, Michigan, affiliated with COLE INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COLE INVESTMENT ADVISORS, INC.
COLE INVESTMENT ADVISORS, INC.
AUM
$38M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at COLE INVESTMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4621290
Firm CRD# 124264
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Scott Cole offer?
Jeffrey Scott Cole specializes in Financial Planning, Investment Management. Contact their office in PORTAGE, Michigan for a consultation.
What are Jeffrey Scott Cole's credentials?
Jeffrey Scott Cole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Scott Cole located?
Jeffrey Scott Cole is based in PORTAGE, Michigan, working with COLE INVESTMENT ADVISORS, INC.. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.
How does Jeffrey Scott Cole charge for services?
Jeffrey Scott Cole's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLE INVESTMENT ADVISORS, INC.?
COLE INVESTMENT ADVISORS, INC. has approximately 1 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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