Nicholas Joseph Adams

Current Employers

Employment History

• 08/2018 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2018 → Present
  Palmer Financial, Llc
  Erie, PA
• 06/2018 → 08/2018
  Mike Samueloff State Farm
  Erie, PA
• 02/2018 → 06/2018
  Kia Of Jamestown
  Jamestown, NY
• 11/2013 → 02/2018
  Dave Hallman Auto Group
  Erie, PA
• 08/2022 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) Fixed insurance; investment related; agent - start date 6/2018; 2415 West Grandview Blvd. Erie, PA 16509; sales & service of fixed insurance products; 10 hours per month, all during trading. (2) JWC Wealth Management; DBA; Investment Related; 2415 W. Grandview Blvd, Erie, PA 16506; Associate Advisor; employee of JW Cole acting as an advisory for JWC Wealth Management. Start 1/1/2024; 0 hours/month. (3) Glass Play; not investment related; owner - start date 8/20/2020; 1696 W Grandview Blvd., Erie, PA 16509; designer; 10 hours per month, 0 during trading. (4) Fueled by Hops LLC; non-investment related; 317 Joan of Arc Ct., Jefferson Hills, PA 15025; managing member; day to day operations (5) Notary Public; Not investment related; 2415 W. Grandview Blvd, Erie, PA 16506; In office notary service; Start 2/14/2019; 1 hr./mo. during trading hours. (6) Lifetime Planning, Inc; DBA; Investment Related; 6800 Pittsford Palmyra Rd, Fairport, NY 14450; Financial Advisor; Start 5/20/2025; 15 hours per month; 15 hours during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-24
• S63 Uniform Securities Agent State Law Examination
  2021-07-27

Other Names

• Nick Adams