Elizabeth Ann Courtney

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

• 04/2015 → 11/2017
  Axa Advisors, Llc
  New York, NY
• 11/2017 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2017 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2015-04-06 → 2017-11-15
  Equitable Advisors, Llc
  Rockledge, FL
  Rockledge, FL
  Melbourne, FL
  Tampa, FL
  Melbourne, FL
  Palm Bay, FL
• 2011-06-22 → 2015-04-09
  Valic Financial Advisors, Inc.
  Melbourne, FL
  Orlando, FL
  Rockledge, FL
• 2009-05-05 → 2011-06-10
  Lpl Financial Llc
  Indian Harbour Beach, FL
• 2007-12-20 → 2009-05-13
  Ubs Financial Services Inc.
  Melbourne, FL

Other Businesses

(1) INDEPENDENT AGENT - SALES/SERVICE OF FIXED INSURANCE PRODUCTS. VARIOUS CARRIERS (2) ECONOMIC DEVELOPMENT COMMISSION OF FLORIDAS SPACE COAST 6525 3rd st. #304 ROCKLEDGE, FL 32955. MEMBER. START DATE 9/21/15, 3HRS/MO: 0 COMP (3) FINANCIAL CORNERSTONE GROUP, LLC - DBA - INVESTMENT RELATED (4) Someday's Here, LLC - NON INVESTMENT RELATED - 190 McIver Lane Pass, Rockledge, FL 32955; Mailing Address: PO Box 361534, Melbourne, FL 32936; 4 HRS/MO; OWNS COMMERCIAL BUILDING RENTS TO PRACTICE; OWNERSHIP DUTIES AND MAINTENANCE. (5) Anything Family; Online reseller - Print on Demand gifts; Not investment related; PO Box 361534, Melbourne, FL 32936; Family Coach; I am assisting my minor grandchildren with starting an online "Print on Demand" business. My primary duties are to teach and coach them about business ownership and operations, and to help launch the business and maintain it with them on the weekends; Start 3/1/2024; 0 hours during trading. (6) Love, Inc. of Brevard; Non-Profit Organization; Not investment related; 830 N Apollo Blvd, Melbourne, FL 32935; Board Member and Treasurer; Assist in fun-raising efforts via relationship building; Start 3/26/2024; 0 hours spent during trading. (7) Light from Her Heart; Website that sells photography; Not investment Related; PO Box 361534. Melbourne, FL 32936; Photographer/Owner; Start 11/1/2024; 0 hours during trading. (8) Gathering Point Church; Church Secretary; PO Box 361534, Melbourne, FL  32936; Not investment related; Start Date: 12/1/2025; 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-12-18

Other Names

• Elizabeth Ann Cofield
• Elizabeth Ann Myers
• Beth Cofield
• Beth Myers
• Beth Courtney
• Elizabeth A Courtney