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Justin Vaccaro

Advisor at J. W. Cole Advisors, Inc.

Updated today

Location

Emmett, ID

Credentials

Series 66

Industry experience

18 years

About

Justin Vaccaro is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2017, and was previously with Raymond James Financial Services from 2009 to 2017. Outside of his advisory role, he is the owner of KV Securities LLC, a non-investment related support company. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a variety of portfolio management and financial planning services, employing both discretionary and non-discretionary investment approaches.

Client services

Based on J. W. Cole Advisors, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Hourly & fixed rate consulting

Expertise

Based on J. W. Cole Advisors, Inc.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Occupation focus

Based on J. W. Cole Advisors, Inc.

Retired Founder/Business Owner

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Fee options

Fixed

Flat fees available for financial planning and consulting services; amounts negotiated

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%

Commissions

IARs may receive commissions for securities and insurance products when acting as registered representatives or insurance agents

Project-based

Up to $350 per hour for financial planning and consulting

Subscriptions

Ongoing financial planning and consulting services may be charged on a recurring fee basis

Other

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

Location

Emmett, ID

Most active in

Idaho · Oregon

Work history

J.W. Cole Advisors, Inc.

2017 - Present (9 years)

J.W. Cole Financial, Inc.

2017 - Present (9 years)

Kv Securities Llc

2015 - Present (11 years)

Raymond James Financial Services Advisors, Inc.

2009 - 2017 (8 years)

Raymond James Financial Services, INC

2009 - 2017 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General retirement planning Retirement plans for business owners (SEP, solo 401k)
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