Brandon Hatcher

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

• 06/2020 → 12/2023
  Edward Jones
  St Louis, MO
• 02/2013 → 06/2020
  Pnc
  Downers Grove, IL
• 12/2023 → 07/2025
  Serenity Investment Advisors
  Chicago, IL
• 08/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2023-12-20 → 2025-09-08
  Serenity Investment Advisors
  Lake Wylie, SC
  Charlotte, NC
  Chicago, IL
• 2020-08-11 → 2023-12-19
  Edward Jones
  Rock Hill, SC
  Lake Wylie, SC
  St Louis, MO
  Lake Wylie, SC

Other Businesses

(1) Candor Path Financial; DBA; 700 Belle Grove Dr, Lake Wylie SC 29710; Not investment related; Wealth Advisor; Start 8/18/2025; 160 hours/month, 160 hours/month during trading. (2) ULAX; Coaching; Not Investment Related; 2425 Sports Pkwy, Matthews, NC 28105; League Manager; Start 6/1/2015; 10 hours/month, 0 during trading.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-09

Other Names

• Brandon G Hatcher