Beatrice E Polak

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

• 01/2001 → Present
  B&G Investments Inc
  Irmo, SC
• 10/2014 → 11/2016
  Capital Guardian Llc
  Irmo, SC
• 11/2016 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) B&G INVESTMENTS INC;IRMO,SC; FAMILY, PERSONAL INVESTMENTS/REAL ESTATE; 4 HOURS PER MONTH, NONE DURING MARKET HOURS. (2) DPO Wealth Management - DBA, investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-29
• S63 Uniform Securities Agent State Law Examination
  2008-07-30

Other Names

• Beata E Polak