Capitol Securities Management
47yrs
Top advisor by experience in Tampa
45yrs
Jerry Halstead
Financial advisor at J. W. Cole Advisors
At a glance
Experience45 years (since 1982)
How that compares ?Top 1% by experience in Tampa
Office4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through J. W. Cole Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2017 – nowJ. W. Cole Advisors, Inc.Current firm
Questions to ask Jerry
Tailored to Jerry’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jerry
How do I contact Jerry?
Call J. W. Cole Advisors at (813) 935-6776 and ask for Jerry Halstead. Jerry works from the Tampa, FL office.
How long has Jerry been a financial advisor?
Jerry has been in the industry since 1982, about 45 years. Top 1% by experience in Tampa.
What licenses does Jerry hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jerry a fiduciary?
Jerry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jerry paid?
J. W. Cole Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jerry for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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