Financial Freedom
Our most comprehensive option for those who want to take charge of life. All-in financial planning and investment management.
Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state. J.W. Cole Financial Representatives do no accept orders and/or instructions regarding your account by email, voicemail, fax or any alternative method.
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Securities offered through J.W. Cole Financial, Inc. (JWCF), member FINRA/SIPC.
Shepherd Wealth Advisors and JWCF/JWCA are unaffiliated entities.
For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.
Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.