Michael Andrew Powrie

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

• 02/2006 → 02/2020
  E*Trade Securities Llc
  Tampa, FL
• 04/2009 → 02/2020
  E*Trade Capital Management Llc
  Tampa, FL
• 02/2020 → 11/2024
  E*Trade Securities Llc
  Temple Terrace, FL
• 02/2020 → 11/2024
  E*Trade Capital Management Llc
  Temple Terrace, FL
• 03/2023 → 11/2024
  Morgan Stanley
  Temple Terrace, FL
• 09/2023 → 11/2024
  Morgan Stanley
  Temple Terrace, FL
• 09/2023 → 11/2024
  Morgan Stanley
  Temple Terrace, FL
• 03/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 03/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 11/2024 → 02/2025
  Unemployed
  Tampa, FL

Previous Registrations

• 2023-09-05 → 2024-12-05
  Morgan Stanley
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
• 2009-06-23 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  Tampa, FL
  Tampa, FL
  Temple Terrace, FL

Exams

• S66 Uniform Combined State Law Examination
  2009-04-28
• S63 Uniform Securities Agent State Law Examination
  1999-07-13

Other Names

• Mike Powrie
• Michael Andrew Powrie