Sarah Katherine Mcdonald

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

• 04/2012 → 09/2017
  Edward Jones
  St Louis, MO
• 01/2012 → 09/2017
  Edward Jones
  Wakefield, MA
• 09/2017 → 05/2020
  Arcadia Financial Group, Llc
  Salem, NH
• 09/2017 → 05/2020
  Arcadia Wealth Management, Llc
  Salem, NH
• 06/2020 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2017-10-02 → 2020-06-02
  Arcadia Wealth Management, Llc
  Manchester, NH
• 2012-07-19 → 2017-09-15
  Edward Jones
  Wakefield, MA
  St Louis, MO

Other Businesses

DBA - Wright Choice Financial, LLC; investment related; start date 6/15/2020 - advisor; 2 Bedford Farms Drive, Suite 104, Bedford, NH 03110; includes sales & service of insurance products; 40 hours per month, all during trading.

Exams

• S66 Uniform Combined State Law Examination
  2012-07-16

Designations

• Certified Financial Planner

Other Names

• Sarah Elliott-Traficante
• Sarah Katherine Elliott-Traficante
• Sarah K Elliott-Trafica