Wade Robert Hoag

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

• 08/2019 → 06/2020
  Well Done, Llc Dba Captrust Financial Advisors
  Holland, MI
• 08/2015 → 08/2019
  Hope College
  Holland, MI
• 06/2020 → 06/2021
  Robert Schechter & Associates
  Birmingham, MI
• 06/2021 → 06/2023
  Robert Schechter & Associates
  Birmingham, MI
• 06/2023 → Present
  Schechter Investment Advisors, Llc
  Birmingham, MI
• 06/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2020-06-18 → 2023-09-27
  Schechter Investment Advisors, Llc
  Birmingham, MI
  Holland, MI
• 2019-12-09 → 2020-06-02
  Captrust Wealth Advisors
  Holland, MI

Other Businesses

(1) St. Johns Asset Management, LLC; DBA; 601 St. John's Ave, Palatka FL 32177; Investment related; Financial Planning; Financial Advisor; 140 hours/month, Start 6/1/2025; 140 hours/month during trading. (2) Dry Land Sucks Charters; Fishing Charter; Not investment related; 157 Mariner St, St. Augustine, FL 32089; Owner; Start 1/1/23; 10-15 hours/month, 0 during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-09