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Joseph P

Series 63, Series 65

Fox Point, WI

J. W. Cole Advisors, Inc.

Joseph Pometto is a financial advisor at J. W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including J.W. Cole Financial, Inc., Integrity Alliance, LLC, and Principal Life Insurance Co. Outside of advising, he is involved in running several companies under Dovetail Consulting, LLC, and is also an owner and performer with Inherit the Earth, a music performance venture. J. W. Cole Advisors, Inc. operates a large network of independent advisers and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm offers both discretionary and non-discretionary management using a combination of fundamental, technical, and model-based strategies.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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