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Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-22
MN RA APPROVED 2023-04-28
  • TX RA
    APPROVED_RES
    Since 2025-10-22
  • MN RA
    APPROVED
    Since 2023-04-28

Branch Locations

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

17316 Kenyon Ave Suite 104, Lakeville, MN 55044 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Midwest Money Management Lakeville MN 07/2019 12/2021
Gustavus Adolphus College Saint Peter MN 09/2015 06/2019
Ssp Parks & Recreation South Saint Paul MN 06/2013 08/2018
Ssp High School & Gustavus Adolphus College Saint Paul MN 08/2002 06/2019
Spc Lakeville MN 11/2021 04/2023
J.W. Cole Advisors, Inc. Tampa FL 04/2023 Present
J.W. Cole Financial, Inc. Tampa FL 02/2025 Present
  • 07/2019 → 12/2021
    Midwest Money Management
    Lakeville, MN
  • 09/2015 → 06/2019
    Gustavus Adolphus College
    Saint Peter, MN
  • 06/2013 → 08/2018
    Ssp Parks & Recreation
    South Saint Paul, MN
  • 08/2002 → 06/2019
    Ssp High School & Gustavus Adolphus College
    Saint Paul, MN
  • 11/2021 → 04/2023
    Lakeville, MN
  • 04/2023 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 02/2025 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
Previous Registrations
  • 2021-12-16 → 2023-04-28
    Lakeville, MN
    Ann Arbor, MI
Other Businesses

(1) Midwest Money Management; DBA; 17316 Kenyon Ave, Ste 104, Lakeville, MN 55044; Financial Planning/Investment Management; Associate Advisor; Start July 1, 2019; 160 hrs/mo, 160 hrs/mo during trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-01-31
S65 Uniform Investment Adviser Law Examination 2021-12-16
  • S63 Uniform Securities Agent State Law Examination
    2025-01-31
  • S65 Uniform Investment Adviser Law Examination
    2021-12-16
Designations
Other Names
  • Kameryn Schaefer

View on SEC IAPD

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