Timothy Matthew Schultz

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

• 01/2004 → Present
  Black & Whote Ventures Llc
  St. Petersburg, FL
• 07/2014 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 07/2014 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2009-03-30 → 2014-06-25
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2007-08-06 → 2009-10-10
  Raymond James Financial Services, Inc.
  O'FAllon, IL
  Pomeroy, OH
  Charleston, WV
  Mcconnelsville, OH
  Rocklin, CA
  Alton, IL
  Caldwell, OH
  Zanesville, OH
  Russell, KY
  Vacaville, CA
  W. Sacramento, CA
  Roseville, CA
  Fairfield, CA
  Winters, CA
  Dixon, CA
  Vacaville, CA
  Davis, CA
  Woodland, CA
  Sacramento, CA
  Bellevue, WA
  Beaverton, OR
  Roseville, CA
  Englewood, CO
  Palo Alto, CA
  Roseville, CA
  Spring, TX
  Beaverton, OR
  Wilsonville, OR
  Redmond, WA
  Hillsboro, OR
  Springfield, OR
  Alpharetta, GA
  Santa Rosa, CA
  Corvallis, OR
  Loveland, CO
  San Jose, CA
  Hillsboro, OR
  Hillsboro, OR
  Salem, OR
  Eagle, ID
  Salem, OR
  Portland, OR
  Santa Rosa, CA
  Eugene, OR
  Kirkland, WA
  Eugene, OR
  Keizer, OR
  Oakridge, OR
  Seattle, WA
  Vanvouver, WA
  Andover, MA
  Cupertino, CA
  Colorado Springs, CO
  Redmond, WA
  San Diego, CA
  Fort Collins, CO
  Santa Clara, CA
  Folsome, CA
  Florence, SC
  Cheraw, SC
  Santa Rosa Beach, FL
  Bridgeport, WV
  Lubbock, TX
  Williamsburg, VA
  Chesapeake, VA
  Southern Shores, NC
  Mackinaw, IL
  Bloomington, IL
  Champaign, IL
  Middletown, OH
  Paxton, IL
  Pontiac, IL
  Florence, KY
  Cincinnati, OH
  Rogers, MN
  Vienna, WV
  St. Simons Island, GA
  Jacksonville, FL
  Totowa, NJ
  Raleigh, NC
  The Plains, OH
  Bourbonnais, IL
  Greenup, KY
  Nelsonville, OH
  Parkersburg, WV
  Fair Hope, AL
  Kernersville, NC
  Cincinnati, OH
  Byesville, OH
  Huntsville, AL
  Huntsville, AL
  Granite City, IL
  Indianapolis, IN
  St. Petersburg, FL
  Hamilton, OH
  Pensacola, FL
  Hamilton, OH
  Highland, IN
  Van Wert, OH
  Highland, IN
  Gulf Breeze, FL
  Thomasville, NC
  Lexington, NC
  Crown Point, IN
  St Petersburg, FL
  Franklin, IN
  Pace, FL
  Harrisburg, NC
  El Paso, TX
  Pensacola, FL
  New York, NY
  Wilmington, NC
  Horseheads, NY
  Corning, NY
  Manteno, IL
  Edwardsville, IL
  Urbana, OH
  Logan, OH
  Carmel, IN
  Clarksville, IN
  Greenville, TX
  Shepherdsville, KY
  Jeffersonville, IN
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Prospect, KY
  Louisville, KY
  Cincinnati, OH
  Mansfield, OH
  Parkersburg, WV
  Marietta, OH
  Marietta, OH
  Sioux Falls, SD
  Belpre, OH
  West Sacramento, CA
  Sioux Falls, SD
  Virginia Beach, VA
  Woodland Hills, CA
  Point Pleasant, WV
  Fort Worth, TX
  Commerce, GA
  Lancaster, OH
  Omaha, NE
  Ashboro, NC
  Papillion, NE
  Elizabethtown, KY
  Charleston, WV
  Troy, IL
  St. Petersburg, FL
  Carthage, MO
  St Petersburg, FL
  Bloomington, IL
  Douglas, GA
  Tifton, GA
  Orange Park, FL
  Moultrie, GA
  Orange Park, FL
  Greenville, SC
  Laurens, SC
  Fountain Inn, SC
  Aurora, IN

Other Businesses

BLACK & WHOTE VENTURES LLC - PHOTOGRAPHY - 01/2004 - PRESENT - PHOTOGRAPHER/OWNER, TAMPA, FL. 20 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-02
• S63 Uniform Securities Agent State Law Examination
  1999-04-09

Other Names

• Tim Schultz