Grayson James Richter

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

• 01/2023 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 04/2020 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 06/2017 → 04/2019
  Perrin Construction
  Durand, MI
• 04/2019 → 05/2020
  Greenway Building Solutions
  Bancroft, MI
• 08/2017 → 05/2021
  Alma College
  Alma, MI
• 09/2013 → 06/2017
  Durand Area High School
  Durand, MI

Other Businesses

(1) 168 Wealth Strategists; DBA; Investment related; 1257 Joyce Ln, Ann Arbor, MI, 48103; Financial Advising; Associate Advisor; Start 4/15/25; 160 hours/month, 160 hours/month during trading.  (2) Focus Financial Group; DBA: Investment Related; 1257 Joyce Ln, Ann Arbor, MI, 48103; Financial Advising, Associate Advisor; Start 5/2020; 160 hr/mo, 160 hr/mo during trading. (3) Grayson Richter; Investment Related; 1257 Joyce Ln, Ann Arbor, MI, 48103; Life Insurance and Annuity Sales; Producer of Insurance; less than 5 hr/mo, 0 during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-07-18
• S65 Uniform Investment Adviser Law Examination
  2022-07-14

Other Names

• Gus Richter