Randell Eugene Chumley

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

• 05/2006 → 04/2023
  Spc
  Ann Arbor, MI
• 08/2014 → 04/2023
  Parkland Securities
  Ann Arbor, MI
• 04/2023 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2023 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2013-12-09 → 2023-04-28
  Spc
  St. Francis, MN
  Ann Arbor, MI
  East Bethel, MN

Other Businesses

(1) Highland Money Management, Inc; DBA; Investment Related; 23847 Johnson St NE, East Bethel, MN 55005; Investment related operations and insurance sales; President; Established in March 2005; 160 hrs/mo, 132 hrs/mo during trading. (2) Highland Money Management LLC; Not investment related; 23847 Johnson St NE, East Bethel, MN 55005; Established to manage shared real estate rental income and expenses between members (David Johnson, Randy Chumley, Gregory Gorman); Secretary; Established 12/2021; 1 hr/mo, 0 during trading. (3) DGR Partners LLC; Not investment related; 23847 Johnson St NE, East Bethel, MN 55005; established to own and operate the real estate building where our branch office is located where we operate our securities business; Rental income is received from individual entities and expenses are shared between members (David Johnson, Randy Chumley, Gregory Gorman); Secretary; Established 12/2017; 1 hr/mo, 0 hour during trading. (4) Chumley Financial Planning; S-Corp; Not investment related; Established in 2019; Record keeping and board meeting once a year; Less that 10% of time. (5) Nace; Not investment related; East Bethel, MN; Food shelf delivery; I pick up food at a local grocery store and deliver it to the local food shelf; Start 10/1/24; 8 hours/month during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-04-16

Other Names

• Randy Chumley