Elizabeth Ann Belisle

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

Authority	Category	Status	Date
AZ	RA	APPROVED	2015-07-15

AZ RA
APPROVED

Since 2015-07-15

Branch Locations

9960 E. Elmwood St, Mesa, AZ 85207 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Elizabeth H. Belisle Income Tax Service	Mesa	AZ	01/1990	Present
J.W. Cole Financial, Inc	Tampa	FL	07/2015	Present
J. W. Cole Advisors, Inc.	Tampa	FL	07/2015	Present

01/1990 → Present

Elizabeth H. Belisle Income Tax Service

Mesa, AZ
07/2015 → Present

J.W. Cole Financial, Inc

Tampa, FL
07/2015 → Present

J. W. Cole Advisors, Inc.

Tampa, FL

Previous Registrations

2007-07-17 → 2015-07-08

Commonwealth Financial Network

San Diego, CA

Mesa, AZ
2004-06-17 → 2007-07-26

Cetera Advisors Llc

Mesa, AZ
2002-01-14 → 2004-06-18

J. W. Cole Advisors, Inc.

Mesa, AZ

Other Businesses

(1) ELIZABETH BELISLE (ADDED 7/15/2015); ESTATE PLANNING; NON-INVESTMENT RELATED; 9960 E. Elmwood St, Mesa AZ 85207; FACILITATE SET UP LIVING TRUSTS; OWNER; 1988; 10 HRS/MONTH , 10 TRADING HRS/ MONTH H; ASSIST CLIENT COO COMPLETION I. OWNER. (2) EB POTTERY (ADDED 7/15/2015); 9960 E. Elmwood St, Mesa AZ 85207; POTTERY SALES; OWNER/ARTIST; 2014 ; 10 HRS/MONTH, 10 TRADING HRS/MONTH; POTTER/PRODUCTION SALES; OWNER/DIRECTOR POSITION. (3) BELISLE & COMPANY; INCOME TAX SERVICE; NON-INVESTMENT RELATED; 9960 E. Elmwood St, Mesa AZ 85207; OWNER/PREPARER; 1986; 53 HRS/MONTH; 53 TRADING HRS/MONTH; TAX RETURN PREP J. OWNER. (4) ELIZABETH BELISLE; NON-INVESTMENT RELATED; 9960 E. Elmwood St, Mesa AZ 85207; FIXED INSURANCE/LTC; OWNER; 1997; 10 HRS/MONTH H. 10 TRADING HRS/MONTH; INSURANCE SALES PRESENTATIONS J. OWNER. (5) ELIZABETH BELISLE B. FAMILY TRUSTEE; INVESTMENT RELATED; 9960 E. Elmwood St, Mesa AZ 85207; FAMILY TRUSTEE INVESTMENTS; TRUSTEE; 2005; 10 HRS/MONTH, 10 TRADING HRS/MONTH.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-01-26
S63	Uniform Securities Agent State Law Examination	1995-01-10

S65 Uniform Investment Adviser Law Examination

1998-01-26
S63 Uniform Securities Agent State Law Examination

1995-01-10

Designations

Certified Financial Planner

Other Names

Elizabeth Ann Hasslacher

View on SEC IAPD