Mostly Cloudy82° FULL FORECASTMostly Cloudy82° FULL FORECAST
Make us your home page

J.W. Cole Financial buys San Diego firm

Tampa-based financial adviser J.W. Cole Financial said Wednesday it has closed on the acquisition of San Diego-based Financial Advisers of America, a deal that unites about 450 independent advisers nationwide.

Terms of the deal were not disclosed. However, together the companies are projected to have about $100 million in revenues this year.

The combined firm, with about $10 billion in client assets under management, will maintain home offices in both Tampa and San Diego. Beyond its adviser network, the firm has 47 employees.

J.W. Cole Financial buys San Diego firm 05/22/13 [Last modified: Wednesday, May 22, 2013 10:33pm]
Photo reprints | Article reprints

© 2016 Tampa Bay Times


Join the discussion: Click to view comments, add yours