Joyce Michele Cool

Employer firm

Sowell Management CRD 127145

$4.81B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 11/2024
  The Investment Center Inc
  La Plata, MD
• 02/2015 → 11/2024
  Ic Advisory Services Inc
  La Plata, MD
• 11/2024 → Present
  Sowell Management
  La Plata, MD

Previous Registrations

• 2015-02-05 → 2024-11-04
  Ic Advisory Services, Inc.
  Waldorf, MD
  Bedminster, NJ
  La Plata, MD
• 2015-01-30 → 2015-03-02
  Stonex Advisors Inc.
  Birmingham, AL
• 2005-09-02 → 2015-01-30
  Wrp Investments, Inc.
  Waldorf, MD
  Waldorf, MD
  Youngstown, OH
• 2003-10-24 → 2005-09-09
  Capital Investment Advisors
  Waldorf, MD
• 2001-02-09 → 2003-07-16
  Transamerica Financial Advisors, Llc
  Waldorf, MD

Other Businesses

1. Wealth Management Partners, LLC; 101 Centennial Street, Suite D, La Plata, MD, 20646; investment-related; Managing Partner; Starting date 08/2004; DBA used to provide and market insurance and financial services, investment advisory services offered through Sowell Management. 2. Maryland Insurance License; 101 Centennial Street, Suite D, La Plata, MD, 20646; investment-related; Licensed Insurance Agent with lines of authority to sell accident, health, sickness, life, variable life & annuities; Starting 10/1998; Holds appointments with various insurance companies for the sale of life insurance products. 3. Ramco Holdings, LLC; 101 Centennial Street, Suite D, La Plata, MD, 20646; investment-related; Managing Member; Starting 12/2007; entity used in purchase of land holdings and owns/manages business office for Wealth Management Partners.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-15
• S63 Uniform Securities Agent State Law Examination
  1999-10-05

Designations

• Chartered Financial Consultant

Other Names

• Joyce Michele Ashburn