Matthew Edmund Walden

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
  Tampa, FL
• 05/2011 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2006-01-26 → 2011-05-18
  Valic Financial Advisors, Inc.
  Gainesville, FL
  Gainesville, FL

Other Businesses

1) DBA - Walden Wealth Management; 5208 SW 91st Drive, Gainesville, FL 32608; MARKETING & ADMINSTRATIVE SERVICES / 1 -5 HOUR PER MONTH / 1-5 HOURS PER MONTH DURING TRADING HOURS 2) MATTHEW WALDEN/ FIXED INSURANCE/ INSURANCE BROKER OR AGENT/ INVESTMENT RELATED/ HOURS PER MONTH VARIES, APPROXIMATELY 1-10 / HOURS PER MONTH DURING TRADING HOURS VARIES, APPROXIMATELY 1-10 3) Rio Del Mar 19 - HOA - president - 2 hours/month outside of trading hours - pay bills, make decisions on condo expenses 4) Rental property; not investment related; start date 1/1/2020 - sole proprietor; 22381 S US HWY 441, High Springs, FL 32643; own a rental property, a management company handles most activity; 0 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-24

Designations

• Chartered Financial Consultant