Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
8 years
Location
Schuyler, NE 68661
J. W. Cole Advisors, Inc.
Enterprise
Jessica Yost is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and with eight years of industry experience. She has worked at J.W. Cole Advisors and J.W. Cole Financial since 2020, previously spending two years at Securities America, Inc. Outside of her advisory role, she is actively involved in her community, serving as President of the Schuyler Class of 2003 and holding volunteer leadership positions in the Schuyler Seratoma Club and P.E.O., an organization focused on educational opportunities for women. J.W. Cole Advisors operates with a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice. The firm serves individuals, high-net-worth clients, and institutional accounts using a variety of investment strategies and custodial platforms.
Based on J. W. Cole Advisors, Inc.
Based on J. W. Cole Advisors, Inc.
Flat fees available for financial planning and consulting services; amounts negotiated
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
IARs may receive commissions for securities and insurance products when acting as registered representatives or insurance agents
Up to $350 per hour for financial planning and consulting
Ongoing financial planning and consulting services may be charged on a recurring fee basis
Account minimum: $10,000 for Transaction-Based Advisory Account Programs; $100,000 for Asset-Based Advisory Account Program; $10,000 for FMAX Program; no minimum for financial planning services but minimum fee applies Minimum fee: Minimum fee generally 0.25%; maximum fee generally 3.00%; exceptions and waivers possible Fee-only: Financial planning and consulting services offered for hourly fees up to $350/hour, flat fees, or ongoing recurring fees
Schuyler, NE
1011 B Street
Schuyler NE 68661
Advisors at this office
1
Nebraska
8 years of industry experience
J.W. Cole Advisors, Inc.
2020 - Present • 6 years
Tampa, FL
J.W. Cole Financial, Inc.
2020 - Present • 6 years
Tampa, FL
SECURITIES AMERICA, inc.
2018 - 2020 • 2 years
Schuyler, NE
Castlerock Financial
2016 - Present • 10 years
Schuyler, NE
Groene Chiropractic Clinic
2009 - Present • 17 years
Schuyler, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Schuyler, NE
LPL Financial
Brett Bayer is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He previously worked at Cetera Advisor Networks LLC for nine years before joining LPL Financial in 2020. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management supported by research and model portfolios.
Series 63, Series 66
David City, NE
Edward Jones
Kory Kuhlman is a financial advisor with Edward Jones in David City, Nebraska, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Kuhlman is involved in horseracing as a partner in Kuhlman Racing and serves as president of the David City Ball Association, overseeing the local summer ball complex. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
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