Amanda L. Williams

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

• 01/2013 → Present
  Champlin & Associates
  Rochester, NY
• 03/2016 → 02/2021
  Hornor Townsend & Kent Inc
  Horsham, PA
• 02/2021 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 02/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2016-10-17 → 2021-02-17
  Hornor, Townsend & Kent, Llc
  Rochester, NY

Other Businesses

(1) DBA - Champlin & Associates; investment related; advisor - start date 3/2016; 179 Sully's Trail Suite 305, Pittsford, NY 14534; insurance brokerage; 26-40 hours per month, all during trading. (2) Fixed insurance; not investment related; agent - start date 3/2016; 179 Sully's Trail Suite 305, Pittsford, NY 14534; sales & services of fixed insurance products including life, health, accident, disability & LTC; 140 hours per month, all during trading. (3) Home Start Hope; Not investment related; PO Box 858, Webster, NY 14580; Board Chair (President); Run monthly board meetings, work closely with the CEO to help with the mission of Home Start Hope, prepare agendas, etc.; Start 3/12/2024; 0 hours during trading. (4) Greater Rochester Athletic Development; Not Investment Related; Rochester, NY; Non-profit youth athletics program; President; Officer, Volunteer; 08/2026; 0 hrs/mo during trading hrs; Monthly board meetings, facilitate meetings, offer ideas for the program (5) Her One Life; Not investment related; 3229 Sunset Dr, Walworth, NY 14568; Motivational speaking; Owner; Sole proprietor; 8/2026; 10 hrs/mo during trading hrs; Social media and speaking events.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-29
• S63 Uniform Securities Agent State Law Examination
  2016-05-03

Other Names

• Amanda Lynn Alfaro
• Amanda Lynn Champlin
• Amanda L Williams