Troy Anthony Betthauser

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

• 11/2010 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2010 → Present
  Jonathan Roberts Advisory Group
  Tampa, FL

Previous Registrations

• 2008-04-11 → 2010-11-05
  Brewer Investment Advisors Llc
  Chicago, IL

Other Businesses

A) BETTHAUSER WEALTH MANAGEMENT B) DOING BUSINESS AS (DBA) COMPANY NAME E) LLC F) NO 2) A) FIXED INSURANCE B) INVESTMENT RELATED C) FIXED INSURANCE SALES D) 2800 National Drive Suite 102, ONALASKA, WI 54650 E) 6/29/16 F) 1 HR PER MONTH DURING TRADING HRS 3) Executor for Aunt

Exams

• S66 Uniform Combined State Law Examination
  2001-01-12