Angela Sue Granata

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

• 06/2015 → Present
  J. W. Cole Advisors, Inc.
  Tampa, FL
• 06/2015 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL

Previous Registrations

• 2003-05-21 → 2007-02-15
  Keybanc Capital Markets Inc.
  Perrysburg, OH
  Toledo, OH

Other Businesses

(1) INSURANCE SALES (2) LUMINOUS CONSULTING DBA LUMINOUS WEALTH MANAGEMENT; NOT INVESTMENT RELATED; START DATE 7/2020; OWNER; CONDUCTED AT REGISTERED BRANCH; S CORP CREATED FOR TAX PURPOSES TO BE USED FOR RECEIVING AND DISTRIBUTING PAYROLL; 0 HOURS PER MONTH

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-02-05
• S65 Uniform Investment Adviser Law Examination
  1996-09-09

Designations

• Certified Financial Planner

Other Names

• Angela Sue Granata
• Angela Sue Granata
• Angela Sue Granatawhetro
• Angela Sue Granata
• Angela Sue Johans
• Angela Sue Johans