Deanna Michelle Williamson

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

• 04/2013 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2013 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2010-08-04 → 2012-09-04
  Independent Financial Group, Llc
  San Diego, CA
  San Diego, CA
  Oceanside, CA
• 2005-09-02 → 2010-08-12
  Lpl Financial Llc
  Oceanside, CA
• 2001-11-18 → 2005-09-08
  Morgan Stanley Dw Inc.
  Carlsbad, CA

Other Businesses

(1) 100% OWNER/FINANCIAL REPRESENTATIVE DBA "WILLIAMSON FINANCIAL INVESTMENTS AND PLANNING" PROVIDING INVESTMENT MANAGEMENT, ASSET ALLOCATION, RETIREMENT CONSULTING, AND INSURANCE SERVICES SINCE 2005. INVESTMENT RELATED. APPROXIMATELY 80% TIME SPENT. (2) INSURANCE AGENT OFFERING SALES OF FIXED INSURANCE ANNUITIES, LONG TERM CARE, HEALTH AND DISABILITY SINCE OCT 2001. APPROXIMATELY 15% TIME SPENT. BUSINESS CONDUCTED FROM OFFICE ADDRESS OF RECORD. (3) PERSONAL REAL ESTATE RENTAL PROPERTIES IN CA, DBA - "SCHLUMPBERGER PROPERTIES" SINCE 01/2006. NON-INVESTMENT RELATED. APPROX 5% TIME SPENT. (4)50% SILENT OWNER - "RIGHT OF WAY ENGINEERING SERVICES, INC SINCE 02/2002. NON-INVESTMENT RELATED. APPROX 1% TIME SPENT. (5) POA/EXECUTOR FOR FATHER (6) POA/EXECUTOR FOR MOTHER

Exams

• S66 Uniform Combined State Law Examination
  2001-08-09

Other Names

• Deanna Michelle Schlumpberger