Amber Jean Malek

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

• 04/2020 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2020 → 12/2021
  Diversified Asset Planners
  Lock Haven, PA
• 06/2014 → 05/2023
  Restek Corporation
  Bellfonte, PA
• 01/2022 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) DBA - Diversified Asset Planners; investment related; 1524 West College Ave. State College, PA 16801; Assistant - start date 4/2020; Fixed Insurance Activities & Administrative Work; 16 hours per month, all during trading. (2) Infant Development Program; not investment related; 980 E. Water Street, Lock Haven, PA 17745; President of Board - start date 8/2017; assist with personnel discussion and general operations of program; 2 hours per month, 0 during trading. (3) Young Living Essential Oils; not investment related; 1538 W. Sandalwood Ave., Lehi UT 84043; Member - start date 1/2017; Purchase essential oils and earn commissions on others that also purchase; 1 hour per month, 0 during trading. (4) URL Insurance Group, Non-investment related; 126 E. Main St. Lock Haven, PA 17745; Owner - start date 11/01/2022; Health Insurance and Medicare Supplements; 5 hours a month during trading hours. (5) Notary; Not investment related; 126 E. Main Street, Lock Haven, PA 17745; Notarize documents needed for wills and POAs, transfers, beneficiary claim paperwork, etc.; Start 10/1/24; 1 hour/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-29