Michael Delaney

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

• 04/2023 → 11/2024
  General Motors
  Warren, MI
• 07/2018 → 10/2020
  Boustany Film Company
  West Chester, OH
• 06/2018 → 04/2023
  General Motors
  Danbury, CT
• 06/2015 → 06/2018
  General Motors
  Grand Blanc, MI
• 11/2024 → 02/2025
  Unemployed
  Canton, MI
• 03/2025 → 12/2025
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2025 → 12/2025
  Northwestern Mutual Investment Services Llc
  Ann Arbor, MI
• 01/2026 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 02/2026 → Present
  J.W. Cole Advisor, Inc.
  Tampa, FL

Other Businesses

(1) Masterpiece Financial Partners; DBA; 7590 Kings Pointe Rd, Toledo, OH 43617; Investment Related; Advisory; Investment Advisor; Start 12/29/2025; 160 hours/month, 160 hours/month during trading. (2) Rental Property; Not investment related; 1429 Stupler Pl, Wilmington, DE 19806; Rental Owner; Start 8/1/2023; 1 hour/month, 0 during trading.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-12

Other Names

• Michael Delaney
• Mike Delaney