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Tampa Financial Advisors
KASE Wealth Advisors
4302 Henderson Blvd, Suite 201
Tampa, FL 33629
(813) 769-9845
“Making the KASE for your retirement.”
Advisor Profile
Evan  Conley
Name:  Evan Conley
Phone Number:  (813) 769-9845
Website:  Visit Website

About KASE Wealth Advisors

Keith Glaser and Scott Jackson have been in the financial industry for over 19 years. Since 2009 both Keith and Scott have focused on financial and estate planning for affluent families.

Our parent company,JW Cole, is a full service RIA and Broker/Dealer. We have our investment platform with Fidelity Investments. Clients benefit from our small size and flexibility by having access to proprietary growth models, open investment platforms, and a customized Financial Wealth Plan.

We help our clients with financial planning, estate planning, IRA's,Roth IRA's, SEP's,401k's,annuities, managed accounts, life insurance, and asset allocation.
 

General Information

CRD#:    5684249
Firm CRD#:    124583
Name of Broker/Dealer:    J.W. Cole Financial
Name of Custodial Firm:    Fidelity Investments
States Willing to do Business in:    Apollo Beach,Belleair Beach,Brandon,Clearwater,Clearwater Beach,Crystal Beach,Dover,Dunedin,Gibsonton,Holiday,Indian Rocks Beach,Land O Lakes,Largo,Lithia,Lutz,New Port Richey,Odessa,Oldsmar,Palm Harbor,Pinellas Park,Plant City,Riverview,Ruskin,Safety Harbor,Saint Petersburg,Seffner,Seminole,Sun City Center,Tampa,Tarpon Springs,Thonotosassa,Valrico,Wesley Chapel,Wimauma,Port Richey
Years of Experience in Financial Services:    19
Number of Years with Current Firm:    5
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Services

Investment Types:    Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Bonds, Annuities, Options & Futures, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home
 

Qualifications & Memberships

Securities Licenses:    Series 7
 

Firm Information

Advisor's Number of Clients:    105
Advisor's Number of Managed Clients:    105
Advisor's Number of Planning Clients:    105
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Hourly, Flat Fee, Based on Assets, Subscriptions
 
 
 

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