Jeffrey Manning Schroeder

Current Employers

J. W. Cole Advisors, Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-05-24

FL RA
APPROVED

Since 2024-05-24

Branch Locations

125 E Indiana Ave Suite B, Deland, FL 32724 • United States

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

2973 West Sr 434 Ste 300, Longwood, FL 32779 • United States

10941 Se Us Hwy 441, Belleview, FL 34420 • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jeffrey M. Schroeder & Associates D/B/A Jeffrey M. Schroeder, Pa	Longwood	FL	12/2002	Present
Boatman And Bryant Capital Solutions	Longwood	FL	06/2022	Present
J.W. Cole Advisors, Inc.	Tampa	FL	05/2024	Present

12/2002 → Present

Jeffrey M. Schroeder & Associates D/B/A Jeffrey M. Schroeder, Pa

Longwood, FL
06/2022 → Present

Boatman And Bryant Capital Solutions

Longwood, FL
05/2024 → Present

J.W. Cole Advisors, Inc.

Tampa, FL

Previous Registrations

2022-03-02 → 2025-03-31

Boatman And Bryant Capital Solutions Pllc

Longwood, FL
2003-04-08 → 2022-11-23

Jeffrey M. Schroeder, P.A.

Longwood, FL

Other Businesses

(1) JEFFREY M. SCHROEDER, P.A.; CPA Firm; Non Investment Related; 2973 W. State Rd 434, Ste 300., Longwood, FL 327779; President; Executive Management; Start 11/1/2002; 20 hours/month, 20 hours/month during trading. (2) LEXINGTON AVE,LLC; Commercial Rental; Non Investment related; 701 Markham Woods Rd., Longwood, FL 32779; Managing Member; Manage rental operation; Start 11/5/2010; 5 hours/month, 5 hours/month during trading. (3) HARBOUR BEND OWNER'S Association; HOA; Non Investment related; 2941 St Rd 434, Ste 100, Longwood, FL 32779. Treasurer; Budget & Other treasury functions; Start 5/10/1984; 1 hour/month, 1 hour/month during trading hours. (4) Freedom 65; Investment Related; 2973 West SR 434 Ste 300 Longwood FL 32779; Financial Services; Financial Advisor; Start 2/11/2025; 120 hours/month during trading hours. (5) Boatman & Bryant (Boatman & Bryant, CPAs, PLLC); Not Investment Related; 2973 West SR 434 Suite 300 Longwood FL 32779; CPA Firm; Employee; Start 2/11/2025; 50 hours/month during trading hours. (6) Orthopedic Designs North America Inc; Not investment related; 5912 Breckenridge Pkwy Ste F Tampa, FL 33610; Medical Device mfg; Director; Unpaid without an exception; 11/2009; 0 hrs/mo during trading hrs; Attend board meetings as called to set policy and strategic initiatives

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-09-19

S65 Uniform Investment Adviser Law Examination

2002-09-19

Designations

View on SEC IAPD