Elizabeth Lee Whitteberry

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

• 05/1999 → Present
  Self Employed
  Colleyville, TX
• 04/2016 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2016 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2006-03-06 → 2016-04-18
  Voya Financial Advisors, Inc.
  Spring, TX
  Colleyville, TX
  Colleyville, TX
  Colleyville, TX

Other Businesses

1) A)BEST PATH ADVISORS-DBA B) INVESTMENT RELATED: YES C)105 QUAIL RUN STREET, COLLEYVILLE, TX 76034 D)START DATE:04/2016 E) 200 HRS PER MONTH F) 130 HRS DURING TRADING G)FINANCIAL PLANNING,SALES & SERVICING, SECURITIES AND FIXED INSURANCE 2) A)ELIZABETH WHITTEBERRY B)INVESTMENT RELATED: YES C) ADDRESS:105 QUAIL RUN STREET, COLLEYVILLE, TX 76034 D) FIXED INSURANCE E)TITLE /POSITION: INDEPENDENT INS. AGENT F) START DATE: MAY 1999 G) 100 HRS PER MONTH H) 70 HRS DURING TRADING I) SALES & SERVICING OF FIXED INSUR. 3) A) ELIZABETH A WHITTEBERRY B) NON-INVESTMENT RELATED C) 105 QUAIL RUN ST, COLLEYVILLE, TX D) PREPARATION OF TAX RETURNS E) SOLE PROPRIETOR F) START DATE: 01/01/2017 G) 40 HRS/MO H) 20 TRADING HRS/MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-09-05

Designations

• Chartered Financial Consultant
• Chartered Financial Analyst

Other Names

• Elizabeth Lee Secondine