Katelyn May Fisher

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

• 01/2018 → 01/2023
  Cambridge Investment Research
  Fairfield, IA
• 05/2016 → 01/2023
  Chesapeake Financial Planning & Tax Services
  Annapolis, MD
• 01/2013 → 01/2018
  Sagepoint Financial Inc.
  Phoenix, AZ
• 01/2023 → 02/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2024 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 02/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 01/2023 → Present
  Chesapeake Financial Planning
  Annapolis, MD

Other Businesses

(1) BAY FINANCIAL PLANNING & TAX SERVICES DBA CHESAPEAKE FINANCIAL PLANNING & TAX SERVICES; 71 Old Mill Bottom Rd N, Suite 201, Annapolis MD 2140; Paraplanner; Financial Planning; 40 hours/month, 40 hours/month during trading. (2) INTERCOASTAL WEALTH PLANNING; Sister firm to Chesapeake; 6751 N Federal Highway, Boca Raton, FL 33487; Operations; Start 6/2022; 15 hours/month, 10 hours/month during trading. (3) Notary Public; Not Investment Related; 71 Old Mill Rd N, Suite 201, Annapolis, MD 21409; MD Notary; Notary Public; Start 9/22/25; 1 hour/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-24

Other Names

• Katie Fisher