Sandra K. Myers

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

• 03/2015 → 11/2017
  Axa Advisors, Llc
  New York, NY
• 11/2017 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2022 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) FIXED INSURANCE SALES (2) MEDICARE SUPPLEMENTS - NON-INVESTMENT RELATED - SAME ADDRESS AS BRANCH - 10/21/19 - INSURANCE SALES REP - 2 HRS PER MONTH DURING TRADING HRS (3) BUDGET COACHING - NON-INVESTMENT RELATED - ADDRESS: SAME AS BRANCH - BUDGET COACHING - PROPRIETOR/COACH - START DATE: 3/16/2020 - 10 HRS PER MONTH/10 HRS DURING TRADING HOURS - WORKING WITH INDIVIDUALS AND FAMILIES TO CREATE MONTHLY BUDGET PLANS. (4) STN Oceanview, Inc - Non-investment related - Business Entity to receive commissions through - Start date: 1/2/2023 - 0 hours per month (5) Rooted Financial Solutions; DBA; Investment Related; 1109 Seminole Dr, Rockledge, FL 32955; Owner/President; Financial Advisory Practice; Start 10/1/2023; 40 hrs./mo. spent during trading. (6) FRS Specialist; DBA; Investment Related; 1109 Seminole Dr, Rockledge, FL 32955; Owner/President; Financial Advisory Practice; Start 10/1/2023; 40 hrs./mo. spent during trading.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-29

Other Names

• Sandra K Swadley
• Sandra K Ward
• Sandra K Ward-Myers
• Sandy Myers
• Sandra K Myers