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Justin Louis Vaccaro

Advisor at J. W. Cole Advisors, Inc. — Emmett, ID

Updated today

Credentials

Series 66

Experience

18 years

Location

Emmett, ID

J. W. Cole Advisors, Inc. logo

J. W. Cole Advisors, Inc.

Enterprise

Total advisors

486

Across 205 offices

Clients per advisor

64 Typical

Avg AUM per client

$255,702 Low

HNW client ratio

4% Low

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

See office

Emmett, ID

Emmett ID

Advisors at this office

1

Most active in

Idaho · Oregon

Work history

18 years of industry experience

J.W. Cole Advisors, Inc.

2017 - Present • 9 years

Tampa, FL

J.W. Cole Financial, Inc.

2017 - Present • 9 years

Tampa, FL

Kv Securities Llc

2015 - Present • 11 years

Eugene, OR

Raymond James Financial Services Advisors, Inc.

2009 - 2017 • 8 years

Eugene, OR

Raymond James Financial Services, INC

2009 - 2017 • 8 years

Eugene, OR

Disclosures

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

Business activities & affiliations

user avatar

James C

Series 65

Eagle, ID

Cannon Wealth Group LLC

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Equity compensation tax strategy
user avatar

Ethan H

Series 66

Eagle, ID

GPWM Advisors LLC

Ethan Hadley is a financial advisor at GPWM Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Gryphon Private Wealth Management and Independent Financial Group. Outside of his advisory work, he has provided notary services in Idaho since 2006. GPWM Advisors is an independent, single-advisor firm managing approximately $28.9 million for about 45 clients. The firm serves a diverse client base including individuals, businesses, and institutional clients, offering financial planning, discretionary portfolio management, alternative investment advice, and educational seminars.

Business succession planning Executive Founder/Business Owner
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Brent F

CFP®, Series 63, Series 66

Eagle, ID

Ford Investment Counsel LLC

Brent Ford is a CFP® professional with 27 years of experience in the financial industry. He is the sole advisor at Ford Investment Counsel LLC, an independent firm he founded in 2021. Prior to this, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of advisory services, he is also an independent insurance agent. Ford Investment Counsel LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as qualified retirement plans. The firm emphasizes ERISA plan consulting and 3(38) fiduciary services, employing a mix of strategies tailored to clients’ goals, time horizons, and risk tolerances.

College savings (529s, UTMA, etc.) Retirement income strategy Debt management Cash flow / budgeting Options & derivatives strategies
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Stephen S

CFP®, Series 63

Eagle, ID

Schulmerich & Associates Asset Management, LLC

Stephen Schulmerich is a CFP® with 36 years of industry experience and is currently a principal at Schulmerich & Associates Asset Management, LLC. He has been associated with Schulmerich & Associates since 1993. In addition to his advisory role, he is also licensed as an insurance agent. Schulmerich & Associates Asset Management provides discretionary asset management services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm employs a Modern Portfolio Theory-based investment approach focused on strategic asset allocation, diversification, and the use of broadly diversified passive/index funds.

Passive / index investing Wealth management Retired Founder/Business Owner
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Randall T

Series 63, Series 65

Eagle, ID

Ascend Wealth Management LLC

Randall Taylor is a financial advisor with Ascend Wealth Management LLC in Eagle, Idaho. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Prior to his current role, he worked at Interwest Investment Advisors, Inc. and JT Financial, Inc. He is also involved with Ascend Financial Advisors, a fixed business based in Eagle. Ascend Wealth Management provides discretionary asset management, financial planning, and consulting services to individual investors and retirement plans, including ERISA 3(21) fiduciary services. The firm utilizes model-based portfolio management with ongoing monitoring and serves a high client load with a focus on both smaller accounts and pension consulting.

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

Series 63, Series 65

Eagle, ID

Foothills Capital Management, LLC

Richard Marcoux is the principal of Foothills Capital Management, LLC in Eagle, Idaho, with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Atlas Financial Advisors, Inc. and Metlife Securities Inc. In addition to his advisory role, he is a licensed insurance agent who occasionally offers insurance and annuity products. Foothills Capital Management serves individuals, high-net-worth clients, corporations, charitable organizations, and pension or profit-sharing plans, providing portfolio management, financial planning, and pension consulting services. The firm uses a combination of analytical methods and model allocations to build portfolios aligned with client goals and risk tolerances, offering both discretionary and non-discretionary management.

Annuities Wealth management General retirement planning College savings (529s, UTMA, etc.)
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