Stephanie Dorothy Bell

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

• 01/2017 → 12/2021
  Shute Battaglia Wealth Advisors
  State College, PA
• 01/2013 → 01/2017
  Shute & Coombs
  State College, PA
• 05/2013 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 08/2023
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 08/2023
  Grove Point Investments, Llc
  Rockville, MD
• 08/2023 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 08/2023 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL

Previous Registrations

• 2021-04-01 → 2023-08-01
  Grove Point Advisors, Llc
  Rockville, MD
  State College, PA
  Rockville, MD
• 2019-08-01 → 2021-04-01
  Grove Point Investments, Llc
  State College, PA

Other Businesses

(1) Shute Bell Financial Advisors; DBA; Investment Related; 1524 W. College Ave, Suite 1, State College, PA 16801; Investment Adviser; Full scope of financial planning and client services related; Start 8/1/2023; 200 hrs/mo, 130 hrs/mo during trading. (2) Diversified Asset Planners; DBA; Investment Related; 1524 W. College Ave, Sute 1, State College, PA 16801; Start 8/1/2023; 200 hrs/mo, 130 hrs/mo during trading. (3) Destiny's Calling Ministries; Non-denominational ministry; Not investment related; P.O. Bos 38598, Charlotte, NC 28278; Leadership Team Member; Send weekly informational emails that are written by others in the organization; Start 9/1/24; 0 hours during trading. (4) Stephanie D. Bell; Investment Related; 1524 W. College Ave., Suite 1, State College, PA 16801; Insurance Sales; Insurance Agent; Start 9/1/2025; 1 hour/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-31
• S63 Uniform Securities Agent State Law Examination
  2019-02-18

Other Names

• Stephanie D Bell
• Stephanie Dorothy Bell
• Stephanie Dorothy Bell