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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| UT | RA | APPROVED | 2021-02-11 |
Branch Locations
American Fork, UT • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1145 South 800 East Suite 101, Orem, UT 84097 • United States
826 E State Road Suite 210, American Fork, UT 84003 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Provo | UT | 02/2008 | 02/2021 |
| Bfc Planning, Inc. | Marion | IA | 02/2012 | 02/2021 |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2021 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2021 | Present |
(1) DBA - Axio Wealth Management; investment related; owner - start date 1/2020; 1145 South 800 East Suite 101, Orem, UT 84097; marketing for financial planning practice; 160 hours per month, 143 hours during trading. (2) Real estate rental; not investment related; landlord - start date 9/2016; 1132 North 1050 East, American Fork, UT 84003; 1 hour per month, 1 hour during trading. (3) real estate agent; not investment related; agent - start date 2/2019; 1132 North 1050 East, American Fork, UT 84003; referral estate leads to another agent & share in commissions; 5 hours per month, all during trading. (4) Make A Wish Utah; not investment related; Chairman of the board and member of the executive committee;; start date 2/1/2021; 771 East Winchester Street, Murray, UT 84107; charitable organization; 5 hours per month, all during trading. (5) K Shelton, LLC; not investment related; owner - start date 4/2018; 1132 North 1050 East, American Fork, UT 84003; oversee contractual services to my other companies, per CPA advice; 1 hour per month, 0 hours during trading. (6) Kia Ora 1; not investment related; 1132 North 1050 East, American Fork, UT 84003; owner - start date 1/2016; accounting & payroll; 1 hour per month, 1 hour during trading. (7) Fixed insurance; not investment related; agent - start date 2/2005; 1145 South 800 East Suite 101, Orem, UT 84097; sales & service of fixed insurance products; 1 hour per month, 1 hour during trading. (8) Axio Publishing; Not investment related; Book publishing and local news publishing; 1132 N. 1050 E, American Fork, UT 84003; Publisher/Owner; Publish books and local news through the website afcitizen.com, sometime I will write articles about local news; Start 10/23/2023; 1 hours/month spent during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-25 |
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