Michael Todd Fels

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Clearwater, FL
• 11/2016 → 11/2018
  Wells Fargo Clearing Services, Llc
  Clearwater, FL
• 11/2018 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2018 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2008-07-22 → 2018-11-20
  Wells Fargo Clearing Services, Llc
  Clearwater, FL
• 2003-08-18 → 2008-07-29
  Citigroup Global Markets Inc.
  Clearwater, FL
  Clearwater, FL

Other Businesses

(1) Fels Wealth Management: DBA: Investment Related: 2322 Indigo Drive, Clearwater FL 33763: Wealth Management, President: 11/01/2018: 30 hours devoted per month, 30 hours devoted per month during securities trading hours. (2) Fels Wealth Management & Family Office; 3001 Countryside Blvd Clearwater, FL 33761; 11/16/2018; President; Fixed Insurance Sales; 40 hours per month; 40 hours during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-26
• S63 Uniform Securities Agent State Law Examination
  1998-06-19