Betty Jane Wellhoefer Hill

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

• 04/2013 → 04/2017
  Lpl Financial Llc
  Grafton, WI
• 04/2017 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2017 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2013-05-30 → 2017-04-24
  Lpl Financial Llc
  Grafton, WI
  San Diego, CA
  Grafton, WI
• 1994-09-22 → 2013-06-05
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI
  Waukesha, WI
  Milwaukee, WI

Other Businesses

1. 04/03/2013 - CRESCENDO WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA 2. FIXED INSURANCE INV REL AT REPORTED BUSINESS LOCATION(S) Licensed Agent START 04/12/2016 5 HRS/MO DURING SECS TRDG HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-23
• S63 Uniform Securities Agent State Law Examination
  1994-09-20

Other Names

• Betty Jane Wellhoefer
• Betty Jane Wellhoefer
• Betty Jane Wellhoeferhill
• Betty Jane Hill