Casey William Clementz

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

• 09/2010 → Present
  Brower Financial Group
  Ponte Vedra Beach, FL
• 03/2016 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2016 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) A) BROWER FINANCIAL GROUP/DBA B) INVESTMENT RELATED: YES C) ADDRESS: SAME AS BRANCH D) TITLE/POSITION: FINANCIAL SERVICES E) START DATE: 3/2016 F) 160 HRS PER MONTH G) 160 HRS DURING TRADING H) OFFICER/ DIRECTOR: NO I) CLIENTS INVOLVED: NO (2) A) INSURANCE AGENT B) INVESTMENT RELATED: NO C) ADDRESS: SAME AS BRANCH D) INSURANCE E) TITLE/POSITION: INSURANCE AGENT F) START DATE: 3/2016 G) 10 HRS PER MONTH H) 5 HRS DURING TRADING I) NON-VARIABLE INSURANCE SALES J) OFFICER/DIRECTOR: NO K) CLIENTS INVOLVED: NO (3) A)NOTARY OF PUBLIC B) INVESTMENT RELATED:NO C)ADDRESS: SAME AS BRANCH D) NOTARY E) START DATE: 3/2016 F) 1 HR PER MONTH G) 1 HR DURING TRADING H) NOTARIZE DOCUMENTS I) OFFICER/ DIRECTOR : NO J) CLIENTS INVOLVED: NO (4) CW Clementz Financial LLC; Investment related; 250 A1A North, Ste 100, Ponte Vedra Beach; FL 32082 Financial Advisor; President; This is hte new name of business I run my JW Cole and Insurance compensation through for tax reasons; Start 2/1/2024; 40 hours/month during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-27
• S66 Uniform Combined State Law Examination
  2016-04-08

Other Names

• Casey Clementz