Dwiyana Tamia Edwards

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

• 10/2019 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 10/2019 → 04/2024
  Atlantic Sun Financial Group
  Oxford, FL
• 10/2017 → 05/2021
  Easy Street
  Ocala, FL
• 04/2018 → 03/2020
  Marion County School Board
  Ocala, FL
• 05/2011 → 10/2017
  None
  Ocala, FL
• 02/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) Fortitude Wealth Planners, LLC; DBA; Investment related; 4075 County Road 106, Oxford, FL 34484; Financial Planning; Advisor; Creating financial plans, opening new client accounts, account maintenance, fixed insurance; start 4/19/2024; 160 hours/month, 160 hours/month during trading. (2) Dwiyana Edwards - Notary; Not investment related; 4055 County Road 106, Oxford, FL 34484; Notary; Notary; Start 9/10/2025; 0 hours/month during trading. (3) Marion County Youth Football League; Youth football league; Not investment related; 2200 SE 36th Ave, Ocala, FL 34470; Senior Cheer Division Representative; Start 4/1/2026; 0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-25