Wendy
Meyer
J. W. Cole Advisors, Inc
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About this Advisor
Wendy Meyer is a financial advisor based in Madison, Florida, working with J. W. Cole Advisors, Inc. Wendy has previously held positions at Ameriprise Financial Services, Inc, Ameriprise Financial Services, LLC, J.W. Cole Financial, Inc, and J.W. Cole Advisors, Inc. Wendy has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Wendy is part of J. W. Cole Advisors, Inc, which operates out of Madison, Florida. The firm has 388 offices and 512 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at J. W. Cole Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$5,735,868,013
512
25,612
$223,952
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
Wendy Meyer Work History
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Ameriprise Financial Services, LLC
Ameriprise Financial Services, Inc
Disclosures
Please visit the SEC profile of Wendy Meyer 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
Mckeesport, PA
Tampa, FL
Tampa, FL
Wayne, PA
Rockledge, FL
Delray Beach, FL
Tampa, FL
West Palm Beach, FL
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