Position:
Registered Principal at Invest Financial, Owner/President at JM Morgan Financial Partners, LLC
Location:
Miami/Fort Lauderdale Area
Work:
Invest Financial
- Plantation, FL since Jan 2013
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Registered Principal
JM Morgan Financial Partners, LLC
since Jun 2004
-
Owner/President
JW Cole Financial, Inc.
Oct 2009 - Dec 2012
-
Registered Principal/Financial Consultant
Edward Jones
Mar 2000 - Jun 2004
-
Financial Consultant
Tequila Sunrise Mexican Cafe
Dec 1995 - Feb 2000
-
Owner/Operator
Education:
Bethesda Chevy-Chase High School 1979 - 1983
Montgomery College
Interests:
Time with family, Investments, Reading, Travel, Basketball, Golf and Tennis.
Honor & Awards:
Small Business Person of the Year 2004 - Plantation Chamber