John
Myers

J. W. Cole Advisors, Inc

CRD#3003577
Investment Advisor
in Fort Washington, PA

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About this Advisor

John Myers is a certified financial planner operating in Fort Washington, Pennsylvania who has 18 years of industry experience. Myers is on the advisory team at J. W. Cole Advisors, Inc. Over the course of their career, they have held roles at J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc and Woodwell Asset Management. Myers holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. J. W. Cole Advisors, Inc is a firm headquartered in Tampa, FL. It has offices in 388 locations and a total of 521 employees. It manages $5 billion in total assets across its 24,060 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 27 charities and foundations. Of its 24,060 customer accounts, just 8% are associated with high-net-worth clients who have more than $1 million in investable assets. The company provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees usually depend on which services the firm provides the client. However, fee types billed by J. W. Cole Advisors, Inc may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

18 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

1300 Virginia Drive
Fort Washington, PA 19034

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J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management

$4,854,030,147

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

521

PA Average: 62
Total Number of Accounts

24,060

PA Average: 2,474
Average Account Size

$201,747

PA 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

John Myers Work History

John has been registered as a financial advisor for 18 years.*

2008 - Present (16 years)

Woodwell Asset Management

2005 - Present (19 years)

J.W. Cole Financial, Inc

2005 - Present (19 years)

J.W. Cole Advisors, Inc

*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 John Myers 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

Kristopher Cotton
Tampa, FL
Jordan Windhorst
Metropolis, IL
Hayden Herrington
Tampa, FL
Amanda Williams
Tampa, FL
William Drexler
Palm Bay, 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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