Jeffry Stephen Cole
Investment adviser representative at Team Wealth & Tax Advisors
31 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$251.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Team Wealth & Tax AdvisorsJul 2020 to now
- Team Financial Group, LLC dba Team Wealth & Tax AdvisorsMay 2020 to now
- Cole Legacy Partners, dba Cole Legacy Properties LLCFeb 2012 to now
- Jeffry S Cole Inc. dba TeamtaxJan 2003 to now
- Team Financial Group, LLC dba Team Financial & Insurance ServiceNov 2017 to Dec 2024
- Countryside Insurance Services Inc.Jul 2016 to Oct 2018
- Ae Wealth Management, LLCJun 2016 to Oct 2020
- Jeffry S Cole Financial & Insurance ServicesJan 1995 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, TX).
Team Wealth & Tax Advisors
Legal name: Team Financial Group, LLC
$251.1MAssets managed
366Clients
6Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2437637
- Firm CRD
- 309411