J. W. Cole Advisors, Inc
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About this Advisor
Sarah Mcdonald is a certified financial planner based out of Tampa, Florida, with 3 years of relevant experience. Mcdonald is an advisor for J. W. Cole Advisors, Inc. Throughout their career, they have worked at Edward Jones, Arcadia Financial Group, LLC, Arcadia Wealth Management, LLC and J.W. Cole Advisors, Inc. Mcdonald maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New Hampshire. J. W. Cole Advisors, Inc is an advisory company operating out of Tampa, FL. The firm has offices in 388 locations and a total of 521 financial advisors. It handles $5 billion in total assets between its 24,060 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 27 charities and foundations. Of its 24,060 customer accounts, just 8% are held by high-net-worth investors who have more than $1 million in assets. J. W. Cole Advisors, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management depend on the type of financial services offered. However, fees billed by J. W. Cole Advisors, Inc can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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J. W. Cole Advisors, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Sarah Mcdonald Work History
Sarah has been registered as a financial advisor for 3 years.*
J.W. Cole Advisors, Inc
Arcadia Financial Group, LLC
Arcadia Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Sarah Mcdonald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at J. W. Cole Advisors, Inc
Palm Bay, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.