Sarah
Mcdonald

J. W. Cole Advisors, Inc

CRD#6004456
Investment Advisor
in Tampa, FL

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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

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4301 Anchor Plaza Parkway Suite # 450
Tampa, FL 33634

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J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management

$4,854,030,147

FL Average: $1,855,561,029
Total Number of Employees

521

FL Average: 62
Total Number of Accounts

24,060

FL Average: 2,474
Average Account Size

$201,747

FL Average: $750,025

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
  • Other

Sarah Mcdonald Work History

Sarah has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

J.W. Cole Advisors, Inc

2017 - 2020 (3 years)

Arcadia Financial Group, LLC

2017 - 2020 (3 years)

Arcadia Wealth Management, LLC

2012 - 2017 (5 years)

Edward Jones

2012 - 2017 (5 years)

Edward Jones

*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.

Disclosures

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

William Drexler
Palm Bay, FL
Jonathan Sheehan
Tampa, FL
Kristopher Cotton
Tampa, FL
Jordan Windhorst
Metropolis, IL
Hayden Herrington
Tampa, FL
Penny Di Giovanna
Hudson, FL
Michael Valencia
Parkville, MD

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 profile-compliance@smartasset.com.

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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.

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