Mandie Joy Rayborn

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

• 08/2013 → 07/2021
  Waddell & Reed, Inc.
  Kentwood, MI
• 06/2014 → Present
  Various Insurance Carriers For W & R Insurnace Agencies
  Wyoming, MI
• 10/2018 → 08/2021
  Duskwood Dawn Inc
  Cadillac, MI
• 07/2021 → 08/2021
  Lpl Financial Llc
  Kentwood, MI
• 09/2021 → Present
  J.W. Cole Financial, Inc
  Tampa, FL
• 09/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2021-07-21 → 2021-09-24
  Lpl Financial Llc
  Orange, CT
  Ada, MI
• 2014-07-02 → 2021-07-21
  Waddell & Reed
  Grand Rapids, MI
  Hamden, CT
  Kentwood, MI

Other Businesses

(1) Various Insurance Carriers; Investment Related; 4981 Cascade Rd, Suite B, Grand Rapids, MI 49546 Insurance Agent; Sales of insurance products; Start 6/2/2014; 12 hr/mo, 12 hr/mo during trading. (2) Navigate Financial Group; DBA; Not investment related; 4981 Cascade Rd, Suite B, Grand Rapids, MI 49546; DBA name to creates a brand identity that resonates with clients; Co-Founder; Start 9/20/2021. (3) IFLY & Associates; 4981 Cascade Rd, Suite B, Grand Rapids, MI 49546; Pass through for business; Co-owner/accounting for business expenses; Start 9/2021; 4 hr/mo, 4 hrs/mo during trading. (4) MJOY, LLC; 4981 Cascade Rd SE, Suite B, Grand Rapids MI 49546; Pass through for business; Owner/Accounting Purposes; Start date 01/03/2022; 1 hour per month, 1 hour during trading hours. (5) POA for Daughter

Exams

• S66 Uniform Combined State Law Examination
  2014-07-01

Other Names

• Mandie Joy Johnson
• Mandie Joy Dodgson