Sean William Reading

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

• 05/2011 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2011 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 01/2021 → Present
  Infinity Financial Group Of Pa
  Palmyra, PA
• 05/2011 → Present
  North Star Financial Group
  Palmyra, PA

Previous Registrations

• 2008-12-01 → 2011-05-18
  Cambridge Investment Research Advisors, Inc.
  Hershey, PA
• 2006-10-13 → 2008-12-05
  Hornor, Townsend & Kent, Llc
  Hershey, PA
  Hershey, PA

Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) THE NORTH STAR FINANCIAL GROUP, LLC; DBA NAME; INVESTMENT RELATED; 200 EAST MAIN STREET SUITE 201 PALMYRA, PA 17078; FIXED INSURANCE AND DBA NAME FOR SECURITIES AND ADVISORY BUSINESS; 5/1/2011; 80 HRS PER MONTH DURING TRADING HRS

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-10-29

Designations

• Certified Financial Planner