Abby Humberd

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

• 06/2016 → 06/2019
  T. Rowe Price
  Tampa, FL
• 07/2019 → 06/2020
  Morgan Stanley
  Temple Terrace, FL
• 11/2020 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 07/2020 → 10/2020
  Unemployed
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-03-06
• S63 Uniform Securities Agent State Law Examination
  2016-09-27

Other Names

• Abby Humberd
• Abby Marie Humberd