Alexandra Michelle Groh

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

• 05/2014 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL

Other Businesses

(1) Fixed insurance. (2) DBA - GROH WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 1275 S. PATRICK DR., SUITE D., SATELLITE BEACH, FL. (3) REPUBLICAN WOMEN'S CLUB OF BREVARD (RWNSB); NOT INVESTMENT RELATED; Meetings held at Suntree Country Club in Melbourne, FL 32940; Women's Group; 3rd Vice President (Membership) and BY Laws Chairperson ; start 1/19/2023; 5 hours per month, 3 hours during trading. (4) Author; Fiction Novel; Not investment related; 420 Strand Dr, Melbourne Beach, FL 32951; Author - wrote a novel, published on Kindle Direct Publishing through Kindle & Amazon; Start 2/15/2024; 0 hours/month. (5) JWC Wealth Management; DBA; Investment related; 4301 Anchor Plaza Parkway, Ste 450, Tampa, FL 33634; Wealth Advisor; Back office support to advisor; Start 1/1/25; 160 hours/month during trading. (6) Notary Public; Not Investment related;1275 S Patrick Drive, Suite D Satellite Beach, FL 32937; Notarize Signatures; Notary; Start 7/2/2014; 1 hour/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-29

Designations

• Certified Financial Planner

Other Names

• Alexandra Curreri
• Alexandra Cunningham