Tyler Jonathan Pell

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

• 03/2015 → 09/2023
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2015 → 09/2023
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2015 → Present
  Stella Polaris Consulting & Wealth Management
  Grand Rapids, MI
• 09/2023 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 09/2023 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2015-03-13 → 2023-09-06
  Cetera Investment Advisers Llc
  Grand Rapids, MI
• 2014-01-27 → 2015-01-12
  Strategic Advisers Llc
  Grand Rapids, MI
• 2012-10-01 → 2013-08-30
  J.P. Morgan Securities Llc
  Grosse Pointe, MI
• 2010-07-02 → 2012-10-01
  Chase Investment Services Corp.
  Flint, MI
  Grosse Pointe, MI
• 2003-02-19 → 2010-02-18
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

(1) Stella Polaris Consulting & Wealth Management, LLC; DBA; Investment Related; 2228 Cascade Lakes Cir, Grand Rapids, MI 49546; Owner/President; meeting with clients and helping them achieve their short and long term financial objectives; Start 2/2015; 160 hrs./mo., 160 hrs./mo. during trading.

Exams

• S66 Uniform Combined State Law Examination
  2003-01-31
• S63 Uniform Securities Agent State Law Examination
  1999-10-18

Designations

• Certified Financial Planner

Other Names

• Tyler J Pell
• Tyler Jonathon Pell