Terms of Use    Security    Privacy Notice    Disclaimer

The attached Consolidated Account Statement is for informational purposes only and does not replace the official statement generated by the product company for your assets. This report should not be used for tax reporting purposes. The information on this report has not been verified by J.W. Cole Financial, Inc. (JWC). JWC encourages clients to independently verify the information using the original source documents generated by the product company. Some accounts or assets appearing on this report may not be serviced through JWC and, therefore, these “assets held away” are not included in JWC’s SIPC coverage. Clients should refer directly to the “assets held away” custodian for information regarding the available SIPC coverage. Furthermore, JWC and your representative may not have the licensing and/or expertise necessary to advise you on these “assets held away”. For contact information regarding a specific product company, please visit http://bit.ly/2bzYyTY. 

Securities are offered through JWC, a FINRA and SIPC member firm. Advisory Services are offered through J.W. Cole Advisors, Inc. (JWCA). Mosaic Wealth Management Group and JWC/JWCA are unaffiliated entities.