Unclaimed Profile

Jean Ellen Cole

FMF&E WEALTH MANAGEMENT, LLC·SYRACUSE, New York

Clean recordFMF&E WEALTH MANAGEMENT, LLC

125 EAST JEFFERSON STREET, SYRACUSE, NY 13202CRD# 6297066Firm CRD# 125721

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jean Ellen Cole · SYRACUSE, NY

Registration

CRD #6297066 · FMF&E WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jean Ellen Cole is a registered financial advisor based in SYRACUSE, New York, affiliated with FMF&E WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

FMF&E WEALTH MANAGEMENT, LLC

AUM

$358M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FMF&E WEALTH MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6297066

Firm CRD# 125721

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jean Ellen Cole offer?

Jean Ellen Cole specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SYRACUSE, New York for a consultation.

What are Jean Ellen Cole's credentials?

Jean Ellen Cole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jean Ellen Cole located?

Jean Ellen Cole is based in SYRACUSE, New York, working with FMF&E WEALTH MANAGEMENT, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.

How does Jean Ellen Cole charge for services?

Jean Ellen Cole's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FMF&E WEALTH MANAGEMENT, LLC?

FMF&E WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $358M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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