Jodie B. Lane

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

• 07/2011 → 07/2017
  Lpl Financial
  San Diego, CA
• 07/2017 → 10/2017
  Sii Invesments, Inc.
  Hales Corners, WI
• 10/2017 → 08/2020
  Woodbury Financial Services Inc
  Hales Corners, WI
• 01/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 09/2020 → 12/2020
  Unemployed
  Greendale, WI

Previous Registrations

• 2017-10-02 → 2020-08-17
  Woodbury Financial Services, Inc.
  Greenfield, WI
  Hales Corners, WI
  Naples, FL
• 2017-07-31 → 2017-10-03
  Sii Investments, Inc.
  Hales Corners, WI
• 2011-07-05 → 2017-08-08
  Lpl Financial Llc
  Greenfield, WI
  Franklin, WI
• 2010-12-09 → 2011-07-05
  Uvest Financial Services Group, Inc.
  Greenfield, WI
  Mukwonago, WI
  Muskego, WI
  Waukesha, WI
  West Allis, WI
• 2006-02-15 → 2010-11-23
  Edward Jones
  New Berlin, WI
  St. Louis, MO
  Greendale, WI

Other Businesses

(1) DBA - Greenstone Financial Services, LLC; investment related; owner - start date 6/2/2020; 4811 S. 75th Street, Suite 400, Greenfield, WI53220; fixed insurance and wealth advisor; 40 hours per month, 40 hours during trading. (2) Pathway Divorce Solutions, LLC; non-investment related; CDFA - owner - start date 08/22/2022; 4811 S. 76th Street, Suite 400, Greenfield, WI 53220; 10 hours a month, 10 hours during trading hours. (3) John Florance Annuity & Insurance Solutions; Insurance Agency; 900 Katherine, Drive, Elm Grove, WI 53122; Owner; From his seminars, John will refer attendees to me whom I might be able to help as a IAR, either providing financial planning services or AUM services; Start 4/1/24; 5 hours/month during trading hours. (4) Notary Public; Not investment related; 4811 S 76th St, Ste 400, Greenfield, WI 53220; Provide notary public services; Start 10/28/2024; 1 hour/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-08
• S63 Uniform Securities Agent State Law Examination
  2006-01-19

Other Names

• Jodie Pike
• Jodie Gruber
• Jodie Pike
• Jodie Lane