Cody Aaron Albrecht

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

• 01/2012 → Present
  Valley Investment Planning
  Redhook, NY
• 05/2011 → 03/2018
  Prestige Management
  New York, NY
• 10/2013 → Present
  Arkkc Entertainment
  Pleasant Valley, NY
• 01/2015 → 10/2017
  National Planning Corporation
  Red Hook, NY
• 10/2017 → Present
  J.W.COle Financial, Inc.
  Tampa, FL
• 10/2017 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) ARKKC Entertainment, 47 Grace Lane Pleasant Valley NY 12569, Actor, 12/21/2015, 10 hours total, 10 during trading hours. (2) VALLEY INVESTMENT PLANNING -DBA, INVESTMENT RELATED; 106 BRIDGES WAY, MILFORD PA 18837; SALES AND/OR ADVISORY SERVICES, REGISTERED REPRESENTATIVE. (3) Red Hook Chamber of Commerce - Non-Investment Related - 7346 S Broadway Red hook, NY 12571 - Vice President - Start Date: 1/5/2016 - 4 hours per month - 1 hour during trading hours - relationship building. (4) A. Notary Services B. 7405 South Broadway, Red Hook, NY C. Notary Public D. 02/22/2018 E. 1 hour per month during trading hours. (5) Zulch Tax; not investment related; start date 12/2/2020 - tax preparer; 8 Prince Street Red Hook NY 12571; Imputing tax information during tax season starting Feb 1- April 15, currently Training 1 day a week until then; 72 hours per month, 60 hours during trading. (6) SLAT Trust/Legacy Trust; Investment related; 7405 South Broadway; Red Hook, NY 12571; Trust Advisor; To provide the trustee with sound advice, and appoint/fire trustees as seen fit; Start 12/29/2023; 0 hours spent. (7) KH Legacy Trust; Trust Advisor; Not investment related; 14342 Wadsworth Drive, NY; Replace Trustee if needed and make sure my sister's wishes are carried out; Start 5/1/2024; 0 hour /month during trading. (8) Mark Scordato and Associates Wealth Management; Investment Related; 119 Cherry Hill Rd, Suite 135, Parsippany NJ 07054; Registered Investment Advisor, Investment Advisor Representative; Full Financial Advising; Start 5/22/24; 40 hours/month during trading. (9) Foresight Financial Strategies LLC; DBA; 106 Bridges way Milford PA 18337; Investment Related; Owner; Start Date:  8/1/2025; 35 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-13