Jessica Lynn Yost

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

• 05/2018 → 05/2020
  Securities America, Inc.
  Schuyler, NE
• 04/2009 → Present
  Groene Chiropractic Clinic
  Schuyler, NE
• 05/2016 → Present
  Castlerock Financial
  Schuyler, NE
• 05/2020 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2020 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) Schuyler Class of 2003; President; not investment related; start date 8/15/2003 - president; 2112 Colfax Street, Schuyler NE 68661; 1 hour per month, 0 during trading. (2) Groene Chiropractic Clinic; not investment related; start date 4/1/2009 - housekeeping; 410 W 16th Street, Schuyler NE 68661; 20 hours per month, 0 during trading. (3) Schuyler Seratoma Club; not investment related; start date 10/1/2016; President (volunteer); Vice President of Sertoma in Schuyler, I take over the President's responsibilities if they are unable to attend a meeting; PO Box 254, Schuyler NE 68661; 6 hours per month, 5 hours during trading. (4) Colfax Theater; not investment related; start date 1/1/2018 - secretary (volunteer); non profit organization, attend meetings monthly and update the Facebook page weekly with events and movies; 314 E 11th Street, Schuyler NE 68661; 6 hours per month, 0 during trading. (5) P.E.O.; not investment related; start date 4/1/2019 - Secretary; women's organization with a focus on providing educational opportunities for female students worldwide; 3700 Grand Ave, (This is the executive office), Des Moines IA 50312; 4 hours per month, 0 during trading. (6) Castlerock Financial Management Group - DBA; investment related; start date 3/2019 - Client Relationship Manager; 1011 B Street, Schuyler, NE 68661; 120 hours per month, 120 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-10
• S63 Uniform Securities Agent State Law Examination
  2018-08-23

Other Names

• Jessica Brandl
• Jessie Lynn Yost
• Jessie Lynn Brandl