Wendy Meyer

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

• 09/2005 → 03/2024
  Ameriprise Financial Services, Inc.
  Madison, FL
• 03/2020 → 03/2024
  Ameriprise Financial Services, Llc
  Madison, FL
• 04/2024 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2004-11-03 → 2024-03-28
  Ameriprise Financial Services, Llc
  Madison, FL
  Madison, FL
  Tampa, FL

Other Businesses

(1) Wendy B. Meyer, CFP, CRPC; Investment Related; 121 SE Rutledge St, Madison, FL 32340; Owner; Independent Contractor/Financial Advisor; Start 4/2010; 100 hours/mo, 20 hours/mo during trading. (2) Pivotal Wealth Planning, LLC; DBA; Investment Related; 121 E. Rutledge St; Madison FL 32340; President; DBA name to use for business to flow through from sole prop from JW Cole fees and commissions, fixed insurance; Start4/10/2024; 100 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-23

Designations

• Certified Financial Planner

Other Names

• Wendy Michelle Branham
• Wendy Michelle Branham
• Wendy Anderson
• Wendy Anderson
• Wendy Branham Anderson
• Wendy Branham
• Wendy B Meyer