Pamela Louise Kruger

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

• 12/2005 → Present
  Cornerstone Asset Management Services, Inc.
  Lakewood, OH
• 06/2007 → Present
  J.W. Cole Financial
  Tampa, FL
• 01/2017 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2005-02-16 → 2007-07-09
  Questar Asset Management, Inc.
  Berea, OH
• 2001-03-14 → 2004-12-31
  Wrp Investments, Inc.
  Youngstown, OH

Other Businesses

(1) A) KRUGER CONSULTING INC B) INSURANCE LICENSED - PROTECTIVE LIFE INSURANCE C) SALES OF LIFE INSURANCE FIXED & EQUITY ANNUITY LONG TERM CARE, AND HEALTH INSURANCE. (2) A) CORNERSTONE ASSET MANAGEMENT SERVICES INC B) REGISTERED INVESTMENT ADVISORY FIRM C) I.A.R. SALES AND MARKETING D) TIME DEVOTED: 10 HRS WEEK. (3) Kruger Consulting - tax Preparation by separate Enrolled Agent - 1/1/18 - tax preparer - 15 hours per month during trading hours. (4) KRUGER CONSULTING, INC. - NON INVESTMENT RELATED; ESTATE FINALIZATION AND DISTRIBUTION - 1/1/18 - REVIEW AND FINALIZATION OF AN ESTATE FOR THE TRUSTEE/BENEFICIARY ALONG WITH DISTRIBUTION TO BENEFICIARIES - 10 HOURS PER MONTH DURING TRADING HOURS. (5) Melaluca; Not investment Related; 10353 Oak Branch Trail, Strongville, OH 44149; Wellness and Health product distributor; Distributor; start 3/1/25; 10 hours/month during trading. (6) Executor, POA and Trustee for Sister and BIL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-12
• S63 Uniform Securities Agent State Law Examination
  2008-08-08

Other Names

• Pamela Louise Kruger
• Pamela Louise Clemens