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professional profile

Jason M Cole, CFP

AgentIAR NJ CRD 3211818 Last verified October 2026

Overview

Jason M Cole is an insurance agent and an investment adviser representative based in NJ.

States licensed
16
States registered
3
Carrier appointments
40
Exams passed
1

Contact

3 business emails and 2 phone numbers on file

Registrations and licenses

  • Licensed in 16 states
  • Registered in 3 states
  • Producer
  • Series 65

4 lines of authority, with every state and its dates

Firms

Employment history since 1999

Carriers

40 active carrier appointments

Book and practice

Firm assets under management on file

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