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Trevor J
Series 66
Omaha, NE
J. W. Cole Advisors, Inc.
Trevor Johnson is a financial advisor at J.W. Cole Advisors, Inc. in Omaha, NE, with 16 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors and J.W. Cole Financial since 2015. Outside of his advisory role, he is involved in introducing a new sports equipment product, a light football helmet, to athletes. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.
Eric J
Series 66
Omaha, NE
J. W. Cole Advisors, Inc.
Eric Jones is a financial advisor with J. W. Cole Advisors, Inc. in Omaha, NE, holding a Series 66 credential and 19 years of industry experience. He has been with J.W. Cole Financial, Inc. and J. W. Cole Advisors, Inc. since 2012. Jones serves as a voting board member for the American Legion Cornhusker Boys State nonprofit camp. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a mix of fundamental and technical analysis, model-based strategies, and digital advice solutions.
Sherman T
Series 66
Omaha, NE
J. W. Cole Advisors, Inc.
Sherman Tegtmeier is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 designation and has 18 years of industry experience. He has worked at Jonathan Roberts Advisory Group, Inc. since 2011. Outside of finance, he is involved in horse breeding as president of Sherman Tegtmeier Performance Horses. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions.
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