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Samuel Buescher

J. W. Cole Advisors, Inc.

Colorado Springs, CO

Tampa, FL

CRD 8213983

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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:

Current Employers
J. W. Cole Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-26
  • CO RA
    APPROVED
    Since 2026-01-26

Branch Locations

219 West Colorado Avenue Ste 306, Colorado Springs, CO 80903 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • 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
J.W. Cole Advisors, Inc. Tampa FL 01/2026 Present
Morejstu Llc Colorado Springs CO 02/2021 12/2025
Geoquest Llc Colorado Springs CO 05/2018 01/2021
Self Employed/Wool Carters Llc Colorado Springs CO 01/2015 05/2018
  • 01/2026 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 02/2021 → 12/2025
    Morejstu Llc
    Colorado Springs, CO
  • 05/2018 → 01/2021
    Geoquest Llc
    Colorado Springs, CO
  • 01/2015 → 05/2018
    Self Employed/Wool Carters Llc
    Colorado Springs, CO
Other Businesses

(1) Integrated Financial Wellness, Inc.; DBA; Investment Related; 219-W. Colorado Ave, Ste 306; Colorado Springs, CO 80903l; Financial Planning/Investment Advising; IAR; Start 1/2026; 160 hours/month, 160 hours/month during trading. (2) Wood Art Mosaics; Hobby; Not investment Related; 6737 Gelbvieh Rd, Peyton, CO 80831; Owner/Operator; Composing, create, assembling and selling art pieces; Start 9/15/2025; 10 hours/month, 0 during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-02
  • S65 Uniform Investment Adviser Law Examination
    2026-01-02
Other Names
  • Sam Buescher
  • Samuel Stephen Buescher

View on SEC IAPD

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