Michael Robert Majhanovich

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 06/2023
  Lpl Financial, Llc
  Rock Springs, WY
• 06/2023 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 06/2023 → Present
  J.W. Cole Advisor, Inc
  Tampa, FL

Previous Registrations

• 2011-11-11 → 2023-07-17
  Lpl Financial Llc
  Rock Springs, WY
  Golden, CO
  Rock Springs, WY
• 2009-06-01 → 2011-11-18
  Morgan Stanley
  Rock Spring, WY
  Salt Lake City, UT
  Salt Lake City, UT
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Rock Spring, WY
  Salt Lake City, UT
• 2007-01-11 → 2007-04-02
  Morgan Stanley Dw Inc.
  Rock Spring, WY
  Salt Lake City, UT
• 2004-06-14 → 2005-02-28
  Citigroup Global Markets Inc.
  Rock Springs, WY

Other Businesses

(1) Wyoming Wealth Management; DBA; Investment Related; 2620 Commercial Way, #100, Rock Springs, WY 829001; Securities; Partner; Start 11/11/11; 160 hrs/mo, 140 hrs/mo during trading. (2) Michael Majhanovich, Inc; Not Investment Related; 2620 Commercial Way, #100, Rock Springs, WY 82901; Corp Taxes; President; Start 1/1/14; 1 hr/mo, 1 hr/mo during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-09
• S63 Uniform Securities Agent State Law Examination
  1988-06-01

Other Names

• Mike Majhanovich