Sugarland, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$7,892,740,504
ClientsTotal clients
30,867
AdvisorsAdvisors at this office
2
Of 487 advisors across 206 offices
Location
130 Industrial Blvd, Suite 100
Sugarland TX 77478
Advisors at this office
2
Advisors at this office
David E
Series 63, Series 65
Sugarland, TX
J. W. Cole Advisors, Inc.
David Evans is a financial advisor with J.W. Cole Advisors, Inc. in Sugarland, TX, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with J.W. Cole Advisors since 2009 and also operates David A Evans & Associates, focusing on tax services. Additionally, he serves as co-trustee of a family trust. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.
Steven M
Series 66
Sugar Land, TX
J. W. Cole Advisors, Inc.
Steven Magehee is a financial advisor with J. W. Cole Advisors, Inc. in Sugar Land, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and has a long tenure as lead pastor at Hope Unlimited Church. Magehee also assists as a licensed associate at E Financial Group, Inc. 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 managers, and multiple managed account solutions.
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