Jeffery David Joyce

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

• 09/2012 → 08/2017
  Cross Financial Services
  Franklin, IN
• 08/2017 → 06/2023
  Elements Financial Federal Credit Union
  Indianapolis, IN
• 03/2018 → 06/2023
  Elements Financial Services Llc
  Indianapolis, IN
• 06/2023 → Present
  J.W. Advisors, Inc
  Tampa, FL

Previous Registrations

• 2018-04-18 → 2023-06-27
  Elements Financial Services, Llc
  Indianapolis, IN
• 2013-05-22 → 2018-02-26
  Cross Financial Services
  Franklin, IN
• 2013-02-01 → 2013-05-03
  Cross Financial Services
  Franklin, IN

Other Businesses

(1) North Salem State Bank; Investment Related; 5250 E. Highway 36, Avon, IN 46123; Bank CFO; Manage accounting , finance, treasury, wealth management and trust department of the bank; Start 2/15/2023; 160 hrs/mo, 160 hr/mo during trading. (2) North Salem Wealth Strategies; DBA; Investment related; 5250 E Highway 36, Avon, IN 46123; Investment services; CFO; Supervise the Wealth Strategies team at North Salem State Bank; Start 7/7/2023; 40 hr/mo, 40 hr/mo during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-31