James Rey Belyeu

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

• 10/2002 → 12/2019
  Cornerstone Financial Advisors
  Maitland, FL
• 11/2003 → Present
  Kaplan Financial
  Chicago, IL
• 05/2007 → Present
  Florida Community College
  Jacksonville, FL
• 04/2002 → Present
  American Financial Group
  Maitland, FL
• 01/2009 → Present
  Dalton Education
  Suwanee, GA
• 05/2011 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 05/2011 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 12/2019 → Present
  Cornerstone Financial Advisors
  Maitland, FL

Previous Registrations

• 2003-10-07 → 2019-12-12
  Cornerstone Financial Advisors, Llc
  Winter Park, FL
• 2008-09-25 → 2011-06-02
  Woodbury Financial Services, Inc.
  Winter Park, FL
• 2004-03-29 → 2008-09-09
  American General Securities Incorporated
  Houston, TX
  Maitland, FL
  Maitland, FL
• 2003-01-27 → 2004-03-18
  Walnut Street Advisers Inc
  Maitland, FL

Other Businesses

1) Cornerstone Financial Advisors, LLC; investment related; start date April 2002 - owner; 1940 Magnolia Ave. Winter Park, FL 32792; financial planning, develop & monitor financial plans including investment monitoring & evaluation; 40 hours per month, 40 hours per month during trading. 2) Fixed insurance; not investment related; agent; 1940 Magnolia Ave. Winter Park, FL 32792. 3) Rebecca W. Hudson Irrevocable Declaration of Trust; start date 3/1/2017 - trustee. 4) DBA - American Financial Group Limited, Inc.; investment related; 1940 Magnolia Ave. Winter Park, FL 32792; securities activities.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-20
• S63 Uniform Securities Agent State Law Examination
  2000-10-31

Designations

• Certified Financial Planner

Other Names

• Rey Belyeu