Sarah Martin

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

• 03/2022 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 02/2021 → 03/2022
  Scheels
  Colorado Springs, CO
• 02/2020 → 02/2021
  Starbucks
  Colorado Springs, CO
• 07/2017 → 02/2020
  Wounded Warrior Project
  Colorado Springs, CO
• 08/2014 → 05/2017
  Pikes Peak Community College
  Colorado Springs, CO
• 09/2015 → Present
  Hot Asana Yoga Studio
  Colorado Springs, CO

Other Businesses

(1) SMMartin LLC; 13045 Rockbridge Circle, Colorado Springs, CO 80921; Non-Investment Related; Yoga; Owner; Jan 2020; 15 hrs/mo; 0 during trading. (2) Integrated Financial Wellness - DBA; 2975 Broadmoor Valley Rd, Suite 204, Colorado Springs CO 80906; Investment Related; Investment Serviced, Financial Planning, Insurance; Client Relationship Specialist; Start 5/31/14; 160 hrs/mo, 160 hr/mo during trading. (3) Scheels; Not investment related; Retail Web Fulfillment; 1226 Interquest Parkway, Colorado Springs, CO 80921; Web Fullfillment; Work with web team to fulfill on-line order; Start 11/27/2023; 12 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-30

Other Names

• Sarah Michelle Martin