Alicia Marie Moore

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

• 04/2016 → Present
  Diversified Asset Planners, Inc.
  State College, PA
• 02/2017 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 02/2026 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

1) Diversified Asset Planners; DBA for securities business; Address: Same as branch 2) Insurance sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-25
• S63 Uniform Securities Agent State Law Examination
  2017-05-10

Other Names

• Alicia Marie Bosak