Jay Thomas Stueber

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, Inc.
  Tampa, FL
• 05/2026 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) ROMAN FINANCIAL LIMITED. 2600 N. MAYFAIR ROAD, #1080 MILWAUKEE, WI 53226. START DATE: 09/2009. ESTATE PLANNING MEMBERSHIP. HELPS CONDUCT CONSULTATIONS. WORKS 15-20 HOURS PER WEEK. 15-20 HOURS SPENT DURING MARKET HOURS. (2) ROMAN FINANCIAL- DBA 2600 N.MAYFAIR ROAD, # 1080 MILWAUKEE, WI 53226. REGISTERED REPRESENTATIVE. WORKS 60 HOURS PER WEEK ALL TIME SPENT DURING MARKET HOURS. (3) FIXED INSURANCE AND TRADITIONAL INSURANCE WITH VARIOUS COMPANIES. (4) JAY T. STUEBER INVESTMENT, INC.; 2600 N. MAYFAIR ROAD, #1080 MILWAUKEE, WI 53226; BUSINESS SET UP FOR TAX PURPOSES AND PAYROLL FOR EMPLOYEES; 5/01/2014; PRESIDENT; LIMITED LIABILITY COMPANY. (5) JTS Insurance, LLC; not investment related; owner/agent - start date 2/10/2021; 2600 North Mayfair Road Suite 1080, Milwaukee, WI 53226; servicing and selling Medicare and insurance products to current/future clients and prospects; 40 hours per month, 40 hours during trading. (6) The Cedar Cottage, LLC; Not investment related; Rental Property; 10801 Cardinal Ct, Sister Bay, WI 54234; Start 4/15/2024; Owner; Renting out to renters, maintenance/cleaning, scheduling and up-keeping; Start 4/15/2024; 5 hours/month during trading. (7) Willow Wealth Management; Investment Related; 2600 N Mayfair Rd #1080 Milwaukee, WI 53226; Financial Advice, Investments; DBA used for marketing purposes only; President; Managing Member; 7/2026; 15 hrs/mo during trading hrs; DBA Name

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-22
• S63 Uniform Securities Agent State Law Examination
  2010-07-22