Sue Ellen Bigley

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

• 08/2008 → 02/2017
  Cco Investment Services Corp
  Canton, OH
• 02/2017 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 02/2017 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 03/2017 → Present
  Cornerstone Asset Management Services, Inc.
  Broadview Heights, OH

Previous Registrations

• 2017-03-28 → 2019-09-23
  Cornerstone Asset Management Services, Inc.
  Broadview Heights, OH
• 2008-08-13 → 2017-02-21
  Citizens Securities, Inc.
  Rocky River, OH
  Canton, OH
  Middleburgh Heights, OH
  Parma, OH
  Parma, OH
  Fairview Park, OH
  Avon, OH
  Toledo, OH
  Parma, OH
  Avon, OH
• 2006-11-15 → 2008-07-29
  Chase Investment Services Corp.
  Poland, OH
  Lorain, OH

Other Businesses

(1) Fixed insurance products. Using DBA Name - Kruger Consulting. (2) Ohio Financial, Anastasakis & Associates; Financial Firm; 1000 W. Wallings Rd., Suite D, Broadview Heights, OH 44147; Investment Related; Licensed Assistant; Start 3/1/2026; 24 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-13

Other Names

• Sue Ellen Beaulieu