Matthew Jerald Breimayer

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

• 02/2005 → Present
  Various Insurance Carriers
  Traverse City, MI
• 08/2011 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2011 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) STRATEGY FINANCIAL, LLC - DBA: SPI Financial Group ; INVESTMENT RELATED; ADDRESS IS SAME AS THE BRANCH; REGISTERED REP/INVESTMENT ADVISOR REPRESENTATIVE; Start APRIL 1,2022; 80 HRS PER MONTH, 120 HRS DURING TRADING; FINANCIAL PLANNING ON INVESTMENT VEHICLES,INSURANCE SALES. (2) Right Path College & Career Planning; College Planning Company; Not investment Related; 2800 Arborview Drive. Ste 13, Traverse City, MI 49685; President / Owner; Help families with scholarships, college applications, FAFSA, college selection; Start 12/13/2023; 15 hours / moth during trading. (3) Door Dash; non investment related; 2800 Arborview Drive, Apt 13 Traverse City, MI 49685; start: 5/3/2023; Delivery driver; 10 hrs per month during trading. (4) Insurance Sales; Not investment Related; 2800 Arborview Drive, Suite 13, Traverse City, MI 49685; Sales Rep; Sell life insurance, Fixed annuities, disability insurance; Start 12/13/2023; 10 hours/month during trading. (5) Uptown Catering; Not investment related; 2658 Crossing Cir, Traverse City, MI 49684; Catering staff person; Help with a friend's catering company, serve food, help pour drinks, clean up after event; Start 6/29/2024; 0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-28
• S63 Uniform Securities Agent State Law Examination
  2004-10-07